John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
Holding/activity history for  TransDigm Group Inc. (TDG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 909,168 25.54 Reduce 6.21% 1.57 $1,158.96 $1,053,689,345 SEC
2025   Q4 969,400 25.28 Reduce 0.72% 0.17 $1,329.85 $1,289,156,590 SEC
2025   Q3 976,392 23.53 Reduce 0.36% 0.10 $1,318.02 $1,286,904,184 SEC
2025   Q2 979,950 27.21 $1,520.64 $1,490,151,168 SEC
2025   Q1 979,950 27.26 Reduce 2.06% 0.53 $1,383.29 $1,355,555,036 SEC
2024   Q4 1,000,604 25.65 Reduce 4.55% 1.34 $1,267.28 $1,268,045,437 SEC
2024   Q3 1,048,264 29.46 Reduce 2.33% 0.66 $1,427.13 $1,496,009,002 SEC
2024   Q2 1,073,264 28.22 Reduce 7.19% 2.20 $1,277.61 $1,371,212,819 SEC
2024   Q1 1,156,398 30.61 Reduce 6.56% 1.83 $1,231.60 $1,424,219,777 SEC
2023   Q4 1,237,622 27.93 Reduce 5.53% 1.53 $1,011.60 $1,251,978,415 SEC
2023   Q3 1,310,086 27.67 Reduce 3.49% 1.02 $843.13 $1,104,572,809 SEC
2023   Q2 1,357,491 29.15 Reduce 1.85% 0.52 $894.17 $1,213,827,727 SEC
2023   Q1 1,383,124 27.92 Reduce 1.89% 0.53 $737.05 $1,019,431,544 SEC
2022   Q4 1,409,724 27.90 Reduce 6.17% 1.59 $629.65 $887,632,717 SEC
2022   Q3 1,502,379 25.81 Add 3.00% 0.75 $524.82 $788,479,000 SEC
2022   Q2 1,458,679 24.16 Add 2.63% 0.62 $536.67 $782,829,000 SEC
2022   Q1 1,421,279 23.61 Add 5.20% 1.17 $651.54 $926,020,000 SEC
2021   Q4 1,351,054 22.66 Add 1.88% 0.42 $636.28 $859,649,000 SEC
2021   Q3 1,326,182 22.34 Add 5.57% 1.18 $624.57 $828,293,000 SEC
2021   Q2 1,256,182 22.51 Add 31.87% 5.44 $647.29 $813,114,000 SEC
2021   Q1 952,563 21.29 Reduce 7.11% 1.89 $587.92 $560,031,000 SEC
2020   Q4 1,025,525 26.60 Reduce 16.28% 4.47 $618.85 $634,646,000 SEC
2020   Q3 1,224,961 27.45 Add 2.74% 0.73 $475.12 $582,003,000 SEC
2020   Q2 1,192,332 27.02 Add 18.04% 4.13 $442.05 $527,070,000 SEC
2020   Q1 1,010,067 20.54 Add 72.68% 8.65 $320.19 $323,413,000 SEC
2019   Q4 584,924 20.26 $560.00 $327,557,000 SEC
2019   Q3 584,924 26.39 Reduce 3.47% 0.88 $520.67 $304,552,000 SEC
2019   Q2 605,924 25.29 Reduce 5.69% 1.58 $483.80 $293,146,000 SEC
2019   Q1 642,485 27.72 $453.99 $291,682,000 SEC
2018   Q4 642,485 26.00 Add 20.22% 4.37 $340.06 $218,483,000 SEC
2018   Q3 534,431 18.28 $372.30 $198,969,000 SEC
2018   Q2 534,431 19.07 $345.14 $184,454,000 SEC
2018   Q1 534,431 18.77 Reduce 7.78% 1.63 $306.94 $164,038,000 SEC
2017   Q4 579,531 20.91 Reduce 10.36% 2.50 $274.62 $159,151,000 SEC
2017   Q3 646,531 24.17 Add 13.00% 2.78 $255.65 $165,286,000 SEC
2017   Q2 572,164 21.67 Add 6.73% 1.37 $268.87 $153,838,000 SEC
2017   Q1 536,070 17.50 Reduce 9.37% 2.02 $220.16 $118,021,000 SEC
2016   Q4 591,504 21.58 Add 34.69% 5.56 $248.96 $147,261,000 SEC
2016   Q3 439,148 20.22 $289.12 $126,966,000 SEC
2016   Q2 439,148 21.04 Reduce 39.86% 11.82 $263.69 $115,799,000 SEC
2016   Q1 730,215 29.66 Add 5.03% 1.42 $220.34 $160,896,000 SEC
2015   Q4 695,243 32.29 Add 12.16% 3.50 $228.45 $158,828,000 SEC
2015   Q3 619,863 31.38 Add 42.95% 9.43 $212.41 $131,665,000 SEC
2015   Q2 433,621 31.07 Add 87.11% 14.46 $224.67 $97,422,000 SEC
2015   Q1 231,750 25.33 Add 49.44% 8.38 $218.72 $50,688,000 SEC
2014   Q4 155,084 25.18 $196.35 $30,451,000 SEC