Triple Frond Partners

Holding/activity history for  TransDigm Group Inc. (TDG)

PeriodShares% of PortfolioActivity% Change to PortfolioReported Price
2024   Q3 82,673 15.27 Add 32.83% 3.77 $1,427.13
2024   Q2 62,239 9.33 Reduce 39.39% 6.06 $1,277.61
2024   Q1 102,682 14.39 Reduce 14.42% 2.42 $1,231.60
2023   Q4 119,982 14.44 Reduce 6.99% 1.09 $1,011.60
2023   Q3 129,000 13.80 $843.13
2023   Q2 129,000 14.87 $894.17
2023   Q1 129,000 13.87 Reduce 11.82% 1.86 $737.05
2022   Q4 146,291 15.23 $629.65
2022   Q3 146,291 13.52 Reduce 0.07% 0.01 $524.82
2022   Q2 146,400 12.01 $536.67
2022   Q1 146,400 11.81 $651.54
2021   Q4 146,400 10.50 Add 14.02% 1.29 $636.28
2021   Q3 128,394 8.75 $624.57
2021   Q2 128,394 9.01 Add 12.36% 0.99 $647.29
2021   Q1 114,274 8.33 $587.92
2020   Q4 114,274 8.63 Reduce 39.94% 5.74 $618.85
2020   Q3 190,274 7.67 Reduce 16.57% 1.52 $475.12
2020   Q2 228,074 9.72 Reduce 18.55% 2.21 $442.05
2020   Q1 280,000 9.99 Add 5.66% 0.54 $320.19
2019   Q4 265,000 12.77 Add 17.78% 1.93 $560.00
2019   Q3 225,000 11.22 Add 6.05% 0.64 $520.67
2019   Q2 212,162 10.38 $483.80
2019   Q1 212,162 11.13 Add 7.44% 0.77 $453.99
2018   Q4 197,462 8.21 Reduce 4.00% 0.34 $340.06
2018   Q3 205,698 7.96 $372.30
2018   Q2 205,698 7.49 Reduce 14.65% 1.29 $345.14
2018   Q1 240,998 8.31 Reduce 38.21% 5.14 $306.94
2017   Q4 389,998 12.13 Reduce 18.75% 2.80 $274.62
2017   Q3 479,998 14.88 $255.65