Position in TDG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,984,582
+$516,683 QoQ
Shares Held
23,261
-11.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
6.17%
of 13F equity value
Holder Rank
#154
of 1,142 holders
Holding Since
Sep 2024
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, 2026OAKMONT Corp holds $31,252,101 across 2 Aerospace & Defense names. TDG ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
23,261 | $30,984,582 | |
| 2 | RTX |
RTX Corp
|
1,410 | $267,519 |
All Filings in TDG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,984,582 | 23,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,467,899 | 26,289 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,323,428 | 25,810 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,253,644 | 25,230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $30,266,818 | 19,904 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $27,629,834 | 19,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,454,586 | 20,086 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,355,991 | 15,665 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||