CLEAR INVESTMENT RESEARCH, LLC TDG — TRANSDIGM GROUP INC

Ownership history in CLEAR INVESTMENT RESEARCH, LLC  ·  5 quarters on record

AI Ownership Summary

CLEAR INVESTMENT RESEARCH, LLC reported TRANSDIGM GROUP INC (TDG) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows TDG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLEAR INVESTMENT RESEARCH, LLC's position in TRANSDIGM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TDG stock page CLEAR INVESTMENT RESEARCH, LLC fund profile CLEAR INVESTMENT RESEARCH, LLC full holdings
How CLEAR INVESTMENT RESEARCH, LLC held TDG — position size vs. price
% of Fund (quarterly)    TDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 97.6% +14.2% ❌ 3 -122 -97.6% 0.01% $3K 2026-05-04 $1149.72
2025 Q3 ADDED — — — 125 +122 +4066.7% 0.01% $4K 2025-11-07 $1284.76
2024 Q3 UNCHANGED — — — 3 — 0% 0.01% $4K 2024-11-12 $1268.22
2024 Q2 UNCHANGED — — — 3 — 0% 0.00% $4K 2024-08-08 $1091.03
2024 Q1 INITIATED — — — 3 — — 0.00% $4K 2024-05-02 $1127.07

🏢 Other funds also holding TDG

As of 2026 Q2 — sorted by position size

CYPRESS FUNDS LLC 3Y 7Y 6.03% Aurora Investment Managers, LLC. 3Y 1.17% Alliance Wealth Advisors, LLC 3Y 0.83% Community Financial Services Group, LLC 3Y 7Y 0.42% New England Research & Management, Inc. 3Y 7Y 0.38% RDA Financial Network 3Y 7Y 0.33% DOLIVER ADVISORS, LP 3Y 7Y 0.2% STABLEFORD CAPITAL II LLC 3Y 0.2% Invariant Investment Management 0.2% Shira Ridge Wealth Management 3Y 0.19%

FAQ About CLEAR INVESTMENT RESEARCH, LLC and TDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLEAR INVESTMENT RESEARCH, LLC reported owning TDG?

CLEAR INVESTMENT RESEARCH, LLC reported TDG across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TDG position in CLEAR INVESTMENT RESEARCH, LLC's portfolio?

The largest reported portfolio weight for TDG was 0.01% in 2024 Q3.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2026 Q1, when CLEAR INVESTMENT RESEARCH, LLC reported 3 shares, equal to 0.01% of portfolio, with an estimated market value of $3K.

What does the chart on this TDG ownership page compare?

The chart compares CLEAR INVESTMENT RESEARCH, LLC's quarterly TDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CLEAR INVESTMENT RESEARCH, LLC Holdings