Crow's Nest Holdings LP

Position in TDG — TransDigm Group INC

CIK 1898772 RICHMOND, VA

Position in TDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,582,928

-$9,846,178 QoQ

Shares Held

13,200

-44.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

5.32%

of 13F equity value

Holder Rank

#212

of 1,139 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crow's Nest Holdings LP holds $17,582,928 across 1 Aerospace & Defense name. TDG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TDG	TransDigm Group INC This page	13,200	$17,582,928

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,582,928	13,200	-44.2%	Shares	Sole	2026-08-14
2026-03-31	$27,429,106	23,667	-20.4%	Shares	Sole	2026-05-15
2025-12-31	$39,529,791	29,725	-5.4%	Shares	Sole	2026-02-17
2025-09-30	$41,418,778	31,425	-10.2%	Shares	Sole	2025-11-07
2025-06-30	$53,222,400	35,000	-13.6%	Shares	Sole	2025-08-14
2025-03-31	$56,023,245	40,500	-8.0%	Shares	Sole	2025-05-15
2024-12-31	$55,760,320	44,000	0.0%	Shares	Sole	2025-02-14
2024-09-30	$62,793,720	44,000	+39.7%	Shares	Sole	2024-11-14
2024-06-30	$40,244,715	31,500	-19.2%	Shares	Sole	2024-08-14
2024-03-31	$48,032,400	39,000	-29.7%	Shares	Sole	2024-05-15
2023-12-31	$56,143,800	55,500	-22.2%	Shares	Sole	2024-02-14
2023-09-30	$60,144,678	71,335	-4.9%	Shares	Sole	2023-11-14
2023-06-30	$67,062,750	75,000	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$55,533,032	75,345	-12.8%	Shares	Sole	2023-05-15
2022-12-31	$54,398,611	86,395	-12.9%	Shares	Sole	2023-02-14
2022-09-30	$52,046,399	99,170	-6.9%	Shares	Sole	2022-11-14
2022-06-30	$57,139,254	106,470	+9.3%	Shares	Sole	2022-08-15
2022-03-31	$63,459,996	97,400	+268.9%	Shares	Sole	2022-05-13
2021-12-31	$16,797,792	26,400	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.