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Blacksheep Fund Management Ltd

SEC CIK
0001800249
Latest filing
Aug 25, 2026

TDG holding history

TransDigm Group INC in every 13F filed by Blacksheep Fund Management Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TDG overviewAll 13F holders of TDGFull Q2 2026 holdings

Shares (Q2 2026)
45,754
Value
$60.9M
% of portfolio
19.7%
Quarters held
4
Since Q3 2025
Holdings of TDG by Blacksheep Fund Management Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,754$60.9M19.7%00.0%UnchangedHolders
Q1 202645,754$53.0M21.5%−12,710−21.7%ReducedHolders
Q4 202558,464$77.7M31.6%+20,244+53.0%AddedHolders
Q3 202538,220$50.4M43.0%+38,220NewHolders