Position in TDG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,271,926
+$3,653,546 QoQ
Shares Held
3,686
+692.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXQ CAPITAL, LP holds $18,480,240 across 16 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
13,989 | $4,065,063 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,547 | $2,316,514 | |
| 3 | HII |
Huntington Ingalls Industries, Inc.
|
6,965 | $1,949,433 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
9,544 | $1,857,739 | |
| 5 | HXL |
Hexcel Corp /De/
|
16,627 | $1,663,697 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
2,869 | $1,461,210 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
4,751 | $1,285,288 | |
| 8 | HEI |
Heico Corp
|
4,452 | $1,257,698 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,271,926 | 3,686 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $618,380 | 465 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $297,407 | 215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $363,709 | 287 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,477,079 | 1,035 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,712,366 | 2,123 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,320 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $708,120 | 700 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||