Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  TransDigm Group Inc. (TDG)
← All TDG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 0.08 $210.22–238.51 · VW $225.18i SEC
2015   Q3 92,306 0.08 Reduce 7.36% <0.01 $208.35–244.90 · VW $225.01i $19,607,000 SEC
2015   Q2 99,643 0.08 Reduce 2.62% <0.01 $211.33–232.18 · VW $221.99i $22,387,000 SEC
2015   Q1 102,327 0.08 Reduce 3.00% <0.01 $194.30–226.21 · VW $211.32i $22,381,000 SEC
2014   Q4 105,490 0.07 Reduce 2.56% <0.01 $166.61–201.04 · VW $189.52i $20,713,000 SEC
2014   Q3 108,257 0.06 Reduce 0.28% <0.01 $164.74–192.25 · VW $178.51i $19,956,000 SEC
2014   Q2 108,556 0.06 Add 4.13% <0.01 $162.20–198.29 · VW $179.64i $18,157,000 SEC
2014   Q1 104,246 0.06 Add 9.34% <0.01 $158.87–187.64 · VW $176.22i $19,306,000 SEC
2013   Q4 95,339 0.04 Add 15.35% <0.01 $136.86–162.95 · VW $150.25i $15,351,000 SEC
2013   Q3 82,650 0.03 Buy 0.03 $134.48–164.40 · VW $144.05i $11,464,000 SEC
Price snapshot:
Current price$1,235.00
52-week low$1,123.61
52-week high$1,519.36