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TDGTDG
30 quarters

Position history for WPWINDACRE PARTNERSHIP LLC's holdings in TRANSDIGM GROUP INC

WINDACRE PARTNERSHIP LLC holds 684,100 shares of TDG (TRANSDIGM GROUP INC), worth $911.2M as of 2026-Q2. The position was increased (+34.2% shares). TDG represents 9.0% of WINDACRE PARTNERSHIP LLC's portfolio.

Current Value

$911.2M

Current Shares

684,100

Total Value Change

+$380.6M

Total Shares Change

-484,800

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
684,100
+34.2%
$911.2M9.0%$1,332.04
83
2026-Q1
Decreased
509,600
-10.0%
$590.6M6.3%$1,326.34
0
2025-Q4
Decreased
566,100
-7.6%
$752.8M8.1%$1,316.45
0
2025-Q3
Decreased
612,500
-14.1%
$807.3M10.1%$1,289.29
0
2025-Q2
Decreased
712,700
-1.3%
$1.1B14.8%$1,402.72
0
2025-Q1
Decreased
722,000
-4.2%
$998.7M15.0%$1,288.59
0
2024-Q4
Increased
753,997
+3.6%
$955.5M14.0%$1,197.56
67
2024-Q3
Increased
728,000
+42.7%
$1B13.8%$1,243.25
86
2024-Q2
Increased
510,300
+2.5%
$652M8.6%$1,132.23
66
2024-Q1
Decreased
498,000
-14.2%
$613.3M8.4%$1,091.46
0
2023-Q4
Increased
580,200
+3.0%
$586.9M8.9%$896.49
66
2023-Q3
Increased
563,300
+5.2%
$474.9M8.6%$720.69
67
2023-Q2
New
535,300
-
$478.6M9.2%$757.44
100
2023-Q1
Exited
0
-100.0%
$00.0%$628.16
0
2022-Q4
Decreased
458,300
-16.4%
$288.6M7.0%$538.22
0
2022-Q3
Increased
548,400
+5.8%
$287.8M4.8%$453.38
63
2022-Q2
Decreased
518,400
-28.4%
$278.2M5.8%$436.83
0
2022-Q1
Decreased
724,400
-26.5%
$472M9.9%$558.78
0
2021-Q4
Increased
985,500
+47.4%
$627.1M14.0%$527.28
87
2021-Q3
Decreased
668,800
-15.7%
$417.7M9.3%$527.36
0
2021-Q2
Decreased
793,256
-3.4%
$513.5M11.3%$535.45
0
2021-Q1
Decreased
821,456
-2.4%
$483M12.0%$485.91
0
2020-Q4
Decreased
841,700
-28.3%
$520.9M13.7%$512.10
0
2020-Q3
Decreased
1.2M
-33.3%
$558M17.0%$406.49
0
2020-Q2
Decreased
1.8M
-22.2%
$777.8M24.7%$368.83
0
2020-Q1
Increased
2.3M
+274.7%
$723.9M32.3%$284.87
100
2019-Q4
Decreased
603,300
-30.8%
$337.8M17.6%$467.11
0
2019-Q3
Decreased
871,900
-29.6%
$454M22.7%$407.27
0
2019-Q2
Increased
1.2M
+5.9%
$598.9M29.0%$359.08
68
2019-Q1
New
1.2M
-
$530.7M29.5%$336.96
100

Other major holders of TDG: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, Capital International Investors

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