Position in TDG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$516,831
+$191,164 QoQ
Shares Held
388
+38.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#711
of 1,139 holders
Holding Since
Dec 2025
3 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, 202671 West Capital Partners holds $39,793,322 across 10 Aerospace & Defense names. TDG ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
164,546 | $31,219,312 | |
| 2 | GE |
General Electric Co
|
9,382 | $3,506,334 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,686 | $858,949 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
1,394 | $781,490 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
2,906 | $781,307 | |
| 6 | BA |
Boeing Co
|
3,539 | $766,087 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,018 | $518,477 | |
| 8 | TDG |
TransDigm Group INC
This page
|
388 | $516,831 |
All Filings in TDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,831 | 388 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $325,667 | 281 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $259,320 | 195 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||