Bryan Lawrence - Oakcliff Capital
Holding/activity history for TransDigm Group Inc. (TDG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 21,424 | 15.38 | $1,427.14 | ||
| 2024 Q2 | 21,424 | 14.64 | $1,277.63 | ||
| 2024 Q1 | 21,424 | 15.81 | Reduce 11.86% | 2.13 | $1,231.61 |
| 2023 Q4 | 24,308 | 15.48 | $1,011.60 | ||
| 2023 Q3 | 24,308 | 14.07 | Reduce 24.97% | 4.68 | $843.14 |
| 2023 Q2 | 32,398 | 19.30 | Reduce 12.90% | 2.86 | $894.16 |
| 2023 Q1 | 37,198 | 19.10 | Reduce 28.05% | 7.45 | $737.03 |
| 2022 Q4 | 51,698 | 24.28 | Reduce 7.18% | 1.88 | $629.66 |
| 2022 Q3 | 55,698 | 24.58 | $524.81 | ||
| 2022 Q2 | 55,698 | 22.04 | $536.66 | ||
| 2022 Q1 | 55,698 | 18.81 | $651.53 | ||
| 2021 Q4 | 55,698 | 16.19 | $636.29 | ||
| 2021 Q3 | 55,698 | 15.40 | $624.56 | ||
| 2021 Q2 | 55,698 | 15.53 | $647.29 | ||
| 2021 Q1 | 55,698 | 15.53 | $587.92 | ||
| 2020 Q4 | 55,698 | 13.68 | Reduce 5.39% | 0.78 | $618.86 |
| 2020 Q3 | 58,873 | 12.11 | $475.12 | ||
| 2020 Q2 | 58,873 | 13.84 | $442.05 | ||
| 2020 Q1 | 58,873 | 13.19 | Add 71.78% | 5.51 | $320.20 |
| 2019 Q4 | 34,273 | 11.45 | $560.00 | ||
| 2019 Q3 | 34,273 | 12.07 | $520.67 | ||
| 2019 Q2 | 34,273 | 12.22 | Reduce 14.54% | 2.08 | $483.79 |
| 2019 Q1 | 40,106 | 13.22 | $454.00 |