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Transdigm Group Incorporated

TDG

Transdigm Group Incorporated

Transdigm Group Incorporated historical holders

total: 14

Oakcliff Capital Partners Transdigm Group Incorporated transactions over time

Total transactions:
13
New positions:
1
Added:
2
Reduced:
10
Held since:
2017 Q1
Held for:
37 quarters
Latest activity:
2025 Q3
Bryan R. Lawrence has been an institutional investor in Transdigm Group Incorporated (TDG) since 2017 Q1. According to 2026 Q1 report, Bryan R. Lawrence holds 24,170 shares with a market value of roughly $28.01M representing 12.36% of their equity portfolio. The fund/company first acquired TDG in 2017 Q1, initially purchasing 49,727 shares. Since the initial investment, Oakcliff Capital Partners has made 12 more transactions in this position.

Does Bryan R. Lawrence still hold TDG?

Yes, Bryan R. Lawrence continues to hold Transdigm Group Incorporated (TDG). According to their 2026 Q1 report, they maintain a position of 24,170 shares valued at approximately $28.01M, representing 12.36% of their equity portfolio.

When did Bryan R. Lawrence first invest in TDG?

Bryan R. Lawrence first invested in Transdigm Group Incorporated (TDG) in 2017 Q1 at the reported quarter-end price of $220.16 per share, acquiring 49,727 shares in their initial purchase.

What is Bryan R. Lawrence's average cost basis for TDG?

Based on historical transaction data, Bryan R. Lawrence's estimated cost basis for Transdigm Group Incorporated (TDG) is approximately $292.95 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$292.95
Weighted AVG sell price:
$698.95

TDG transactions history by Oakcliff Capital Partners

13 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
13.75%
24,170
$1,318.02
$31,856,543
+13.51% (+2,877)
+1.64%
2024 Q4
13.80%
21,293
$1,267.28
$26,984,193
-0.61% (-131)
-0.08%
2024 Q1
15.81%
21,424
$1,231.60
$26,385,798
-11.86% (-2,884)
-2.24%
2023 Q3
14.07%
24,308
$843.13
$20,494,804
-24.97% (-8,090)
-4.54%
2023 Q2
19.30%
32,398
$894.16
$28,969,000
-12.90% (-4,800)
-2.99%
2023 Q1
19.10%
37,198
$737.03
$27,416,000
-28.05% (-14,500)
-7.97%
2022 Q4
24.28%
51,698
$629.66
$32,552,000
-7.18% (-4,000)
-2.12%
2020 Q4
13.68%
$618.86
-5.39% (-3,175)
2020 Q1
13.19%
$320.20
+71.78% (+24,600)
2019 Q2
12.22%
$483.79
-14.54% (-5,833)
2019 Q1
13.22%
$454.00
-18.33% (-9,000)
2017 Q3
10.59%
$255.63
-1.25% (-621)
2017 Q1
10.48%
$220.16
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.