TDG TRANSDIGM GROUP INC

Ownership history in Linonia Partnership LP  ·  9 quarters on record

AI Ownership Summary

Linonia Partnership LP reported TRANSDIGM GROUP INC (TDG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.79% in 2023 Q4. The latest visible filing shows TDG at 0.33% 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 Linonia Partnership LP'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
2025 Q4

TDG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.79% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Linonia Partnership LP 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 11,022 0% 0.33% $14.7M 2026-02-14 (Est.) $1286.67
2025 Q3 UNCHANGED 11,022 0% 0.38% $14.5M 2025-11-14 $1340.60
2025 Q2 REDUCED 11,022 -22,137 -66.8% 0.55% $16.8M 2025-08-14 $1321.84
2025 Q1 REDUCED 33,159 -15,000 -31.1% 1.80% $45.9M 2025-05-14 $1301.68
2024 Q4 UNCHANGED 48,159 0% 3.21% $61.0M 2025-02-13 $1250.01
2024 Q3 REDUCED 48,159 -31,560 -39.6% 4.17% $68.7M 2024-11-13 $1275.31
2024 Q2 REDUCED 79,719 -16,054 -16.8% 8.08% $101.8M 2024-08-14 $1106.31
2024 Q1 UNCHANGED 95,773 0% 10.72% $118.0M 2024-05-15 $1142.50
2023 Q4 INITIATED 95,773 12.79% $96.9M 2024-02-13 $994.56

FAQ About Linonia Partnership LP and TDG

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

How long has Linonia Partnership LP reported owning TDG?

Linonia Partnership LP reported TDG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TDG position in Linonia Partnership LP's portfolio?

The largest reported portfolio weight for TDG was 12.79% in 2023 Q4.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2025 Q4, when Linonia Partnership LP reported 11,022 shares, equal to 0.33% of portfolio, with an estimated market value of $14.7M.

What does the chart on this TDG ownership page compare?

The chart compares Linonia Partnership LP'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.

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