Wallace Weitz's TDG Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 6,230 shares of TransDigm Group Incorporated (TDG) worth $6.74 M, representing 0.46% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in TDG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2013, adding 203,405 shares. Largest reduction occurred in Q1 2017, reducing 255,691 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's TransDigm Group Incorporated (TDG) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransDigm Group Incorporated (TDG) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +6,230 | New Buy | 6,230 | $1082.60 |
| Q1 2020 | -28,355 | Sold Out | 0 | $0.00 |
| Q3 2019 | -54,090 | Reduce 65.61% | 28,355 | $520.68 |
| Q2 2019 | -2,100 | Reduce 2.48% | 82,445 | $483.80 |
| Q1 2019 | +7,493 | Add 9.72% | 84,545 | $453.99 |
| Q4 2018 | +46,563 | Add 152.72% | 77,052 | $340.06 |
| Q2 2018 | -51 | Reduce 0.17% | 30,489 | $345.14 |
| Q1 2018 | +30,540 | New Buy | 30,540 | $306.94 |
| Q1 2017 | -255,691 | Sold Out | 0 | $0.00 |
| Q4 2016 | -4,421 | Reduce 1.70% | 255,691 | $248.96 |
| Q3 2016 | -26,661 | Reduce 9.30% | 260,112 | $289.12 |
| Q2 2016 | -12,002 | Reduce 4.02% | 286,773 | $263.69 |
| Q1 2016 | -78,304 | Reduce 20.77% | 298,775 | $220.34 |
| Q4 2015 | -103,278 | Reduce 21.50% | 377,079 | $228.45 |
| Q3 2015 | -76,863 | Reduce 13.79% | 480,357 | $212.41 |
| Q2 2015 | +3,628 | Add 0.66% | 557,220 | $224.67 |
| Q1 2015 | -46,533 | Reduce 7.75% | 553,592 | $218.72 |
| Q4 2014 | +9,459 | Add 1.60% | 600,125 | $196.35 |
| Q3 2014 | -7,155 | Reduce 1.20% | 590,666 | $184.33 |
| Q2 2014 | -4,411 | Reduce 0.73% | 597,821 | $167.26 |
| Q1 2014 | +10,027 | Add 1.69% | 602,232 | $185.20 |
| Q4 2013 | +86,800 | Add 17.17% | 592,205 | $161.02 |
| Q3 2013 | +203,405 | Add 67.35% | 505,405 | $138.70 |
| Q2 2013 | +302,000 | Add 0.00% | 302,000 | $156.77 |
Wallace Weitz's TransDigm Group Incorporated Investment FAQs
Wallace Weitz first purchased TransDigm Group Incorporated (TDG) in Q2 2013, acquiring 302,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held TransDigm Group Incorporated (TDG) for 26 quarters since Q2 2013.
Wallace Weitz's largest addition to TransDigm Group Incorporated (TDG) was in Q2 2013, adding 302,000 shares worth $47.34 M.
According to the latest 13F filing for Q3 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 6,230 shares of TransDigm Group Incorporated (TDG), valued at approximately $6.74 M.
As of the Q3 2026 filing, TransDigm Group Incorporated (TDG) represents approximately 0.46% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in TransDigm Group Incorporated (TDG) was 602,232 shares, as reported at the end of Q1 2014.