David Abrams - Abrams Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
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
2023   Q3 0 0.00 Sell 100.00% 8.04 $834.05–940.00 · VW $883.13i SEC
2023   Q2 312,747 8.04 Reduce 14.59% 1.25 $714.98–899.56 · VW $799.49i $279,648,985 SEC
2023   Q1 366,187 8.54 $737.05 $269,898,128 SEC
2022   Q4 366,187 8.22 Reduce 32.10% 2.62 $499.63–648.40 · VW $595.44i $230,569,645 SEC
2022   Q3 539,305 8.16 $524.82 $283,038,000 SEC
2022   Q2 539,305 7.78 $536.67 $289,429,000 SEC
2022   Q1 539,305 8.20 $651.54 $351,379,000 SEC
2021   Q4 539,305 7.53 $636.28 $343,149,000 SEC
2021   Q3 539,305 7.35 $624.57 $336,834,000 SEC
2021   Q2 539,305 7.76 $647.29 $349,087,000 SEC
2021   Q1 539,305 7.14 $587.92 $317,068,000 SEC
2020   Q4 539,305 9.41 $618.85 $333,749,000 SEC
2020   Q3 539,305 8.10 $475.12 $256,235,000 SEC
2020   Q2 539,305 7.70 $442.05 $238,400,000 SEC
2020   Q1 539,305 6.80 Buy 6.80 $200.06–673.51 · VW $452.34i $172,680,000 SEC
Price snapshot:
Current price$1,235.00
52-week low$1,123.61
52-week high$1,519.36