East Coast Asset Management, LLC. TDG — TRANSDIGM GROUP INC

Ownership history in East Coast Asset Management, LLC.  ·  32 quarters on record

AI Ownership Summary

East Coast Asset Management, LLC. reported TRANSDIGM GROUP INC (TDG) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 15.83% in 2024 Q1. The latest visible filing shows TDG at 8.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was East Coast Asset Management, 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 8.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.83% in 2024 Q1

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 East Coast Asset Management, LLC. fund profile East Coast Asset Management, LLC. full holdings
How East Coast Asset Management, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,220 -121 -0.5% 8.87% $26.9M 2026-05-15 $1148.97
2025 Q4 REDUCED — — — 23,341 -46 -0.2% 9.13% $31.0M 2026-02-17 $1302.11
2025 Q3 REDUCED — — — 23,387 -241 -1.0% 9.66% $30.8M 2025-11-14 $1340.60
2025 Q2 REDUCED — — — 23,628 -49 -0.2% 11.92% $35.9M 2025-08-14 $1321.84
2025 Q1 REDUCED — — — 23,677 -125 -0.5% 11.60% $32.8M 2025-05-15 $1315.19
2024 Q4 REDUCED 12.1% +9.2% ❌ 23,802 -3,291 -12.1% 10.08% $30.2M 2025-02-14 $1229.64
2024 Q3 REDUCED — — — 27,093 -1,191 -4.2% 12.84% $38.7M 2024-11-14 $1189.89
2024 Q2 REDUCED 19.7% +11.7% ❌ 28,284 -6,959 -19.7% 13.14% $36.1M 2024-08-14 $1106.31
2024 Q1 REDUCED 6.6% +1.7% ❌ 35,243 -2,502 -6.6% 15.83% $43.4M 2024-05-15 $1142.50
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TDG

As of 2026 Q2 — sorted by position size

Ampfield Management, L.P. 3Y 28.54% Fairbanks Capital Management, Inc. 3Y 7Y 7.89% Shelter Rock Management, LLC 7.87% Asset Planning,Inc 7.56% CYPRESS FUNDS LLC 3Y 7Y 6.03% Legal Advantage Investments, Inc. 3Y 3.71% Spinecap SAS 3.26% Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2.82% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 2.8% Baskin Financial Services Inc. 3Y 7Y 2.36%

FAQ About East Coast Asset Management, 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 East Coast Asset Management, LLC. reported owning TDG?

East Coast Asset Management, LLC. reported TDG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TDG position in East Coast Asset Management, LLC.'s portfolio?

The largest reported portfolio weight for TDG was 15.83% in 2024 Q1.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2026 Q1, when East Coast Asset Management, LLC. reported 23,220 shares, equal to 8.87% of portfolio, with an estimated market value of $26.9M.

What does the chart on this TDG ownership page compare?

The chart compares East Coast Asset Management, 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.

How well did East Coast Asset Management, LLC. time their TDG position?

Based on 13F filing dates vs. subsequent TDG price moves, East Coast Asset Management, LLC. correctly timed 17 out of 31 reported position changes (55%). The annualised alpha on TDG relative to SPY over the holding period was +5.9%.

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