Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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
2026   Q1 15,294 0.05 Reduce 34.94% 0.04 $1,126.70–1,463.03 · VW $1,304.43i $17,725,134 SEC
2025   Q4 23,509 0.11 Add 22.88% 0.02 $1,235.69–1,367.65 · VW $1,313.26i $31,263,444 SEC
2025   Q3 19,131 0.11 Reduce 2.09% <0.01 $1,243.55–1,623.83 · VW $1,425.81i $25,215,041 SEC
2025   Q2 19,540 0.18 Add 1.94% <0.01 $1,183.60–1,528.45 · VW $1,411.61i $29,713,306 SEC
2025   Q1 19,169 0.22 Add 7.58% 0.02 $1,240.34–1,407.36 · VW $1,340.73i $26,516,286 SEC
2024   Q4 17,818 0.21 Add 0.71% <0.01 $1,230.05–1,451.32 · VW $1,299.27i $22,580,395 SEC
2024   Q3 17,693 0.26 Add 66.66% 0.10 $1,176.31–1,433.03 · VW $1,316.20i $25,250,211 SEC
2024   Q2 10,616 0.18 Add 18.36% 0.03 $1,185.78–1,369.58 · VW $1,288.95i $13,563,108 SEC
2024   Q1 8,969 0.17 Reduce 16.08% 0.03 $972.08–1,238.95 · VW $1,138.09i $11,046,220 SEC
2023   Q4 10,687 0.20 Reduce 0.81% <0.01 $802.46–1,018.50 · VW $912.12i $10,810,969 SEC
2023   Q3 10,774 0.19 Reduce 6.75% 0.02 $834.05–940.00 · VW $883.13i $9,083,883 SEC
2023   Q2 11,554 0.22 Add 29.89% 0.05 $714.98–899.56 · VW $799.49i $10,331,240 SEC
2023   Q1 8,895 0.16 Add 141.71% 0.09 $623.58–772.01 · VW $720.37i $6,556,060 SEC
2022   Q4 3,680 0.07 Reduce 7.05% <0.01 $499.63–648.40 · VW $595.44i $2,317,112 SEC
2022   Q3 3,959 0.06 Reduce 14.42% 0.01 $514.81–680.00 · VW $592.46i $2,078,000 SEC
2022   Q2 4,626 0.08 Add 50.78% 0.03 $500.08–678.08 · VW $585.50i $2,483,000 SEC
2022   Q1 3,068 0.06 Reduce 59.29% 0.09 $575.03–684.72 · VW $637.74i $1,999,000 SEC
2021   Q4 7,537 0.15 Add 413.07% 0.12 $552.72–686.06 · VW $614.44i $4,796,000 SEC
2021   Q3 1,469 0.04 Add 17.90% <0.01 $581.03–662.31 · VW $621.76i $917,000 SEC
2021   Q2 1,246 0.03 Reduce 91.92% 0.37 $576.53–688.03 · VW $634.47i $807,000 SEC
2021   Q1 15,426 0.41 Reduce 41.80% 0.23 $517.37–626.00 · VW $580.69i $9,069,000 SEC
2020   Q4 26,503 0.54 Reduce 4.52% 0.02 $453.76–622.57 · VW $539.79i $16,401,000 SEC
2020   Q3 27,758 0.42 Reduce 6.40% 0.03 $405.01–529.20 · VW $467.24i $13,188,000 SEC
2020   Q2 29,656 0.39 Reduce 9.38% 0.03 $260.00–537.56 · VW $391.79i $13,109,000 SEC
2020   Q1 32,725 0.29 Add 6.81% 0.02 $200.06–673.51 · VW $452.34i $10,478,000 SEC
2019   Q4 30,638 0.32 Add 2082.19% 0.30 $497.33–597.94 · VW $550.73i $17,157,000 SEC
2019   Q3 1,404 0.01 Buy 0.01 $455.40–555.27 · VW $510.07i $731,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.21 $437.98–501.17 · VW $467.87i SEC
2019   Q1 31,387 0.21 Add 85.78% 0.10 $324.86–455.72 · VW $413.07i $14,249,000 SEC
2018   Q4 16,895 0.09 Add 6.18% <0.01 $307.36–375.35 · VW $342.76i $5,745,000 SEC
2018   Q3 15,912 0.08 Reduce 14.68% 0.01 $338.04–377.67 · VW $361.70i $5,924,000 SEC
2018   Q2 18,649 0.09 Reduce 52.46% 0.09 $298.36–347.66 · VW $328.48i $6,437,000 SEC
2018   Q1 39,228 0.17 Reduce 40.18% 0.11 $265.29–321.38 · VW $297.78i $12,041,000 SEC
2017   Q4 65,581 0.26 Add 7.46% 0.02 $254.94–285.57 · VW $274.46i $18,010,000 SEC
2017   Q3 61,028 0.23 Add 43.48% 0.07 $249.57–295.00 · VW $267.44i $15,602,000 SEC
2017   Q2 42,535 0.16 Reduce 18.23% 0.03 $217.41–274.99 · VW $254.48i $11,436,000 SEC
2017   Q1 52,019 0.15 Add 2233.74% 0.14 $203.72–259.57 · VW $232.05i $11,453,000 SEC
2016   Q4 2,229 <0.01 Buy <0.01 $235.14–293.19 · VW $259.03i $555,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.06 $257.28–294.38 · VW $280.76i SEC
2016   Q2 18,112 0.06 Buy 0.06 $217.04–268.00 · VW $250.41i $4,776,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.22 $211.33–232.18 · VW $221.99i SEC
2015   Q1 129,204 0.22 Add 114.86% 0.12 $194.30–226.21 · VW $211.32i $28,259,000 SEC
2014   Q4 60,135 0.10 Add 1.25% <0.01 $166.61–201.04 · VW $189.52i $11,808,000 SEC
2014   Q3 59,391 0.11 Add 3319.17% 0.11 $164.74–192.25 · VW $178.51i $10,948,000 SEC
2014   Q2 1,737 <0.01 Buy <0.01 $162.20–198.29 · VW $179.64i $291,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.02 $158.87–187.64 · VW $176.22i SEC
2013   Q4 4,585 0.02 Add 177.04% 0.01 $136.86–162.95 · VW $150.25i $738,000 SEC
2013   Q3 1,655 <0.01 Reduce 80.06% 0.05 $134.48–164.40 · VW $144.05i $230,000 SEC
2013   Q2 8,299 0.06 Add 86.62% 0.03 $142.92–164.62 · VW $151.93i $1,301,000 SEC
2013   Q1 4,447 0.04 Reduce 43.44% 0.03 $133.00–153.12 · VW $140.91i $680,000 SEC
2012   Q4 7,863 0.07 Buy 0.07 $116.61–152.62 · VW $133.74i $1,072,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.04 $111.56–134.43 · VW $125.56i SEC
2012   Q1 3,325 0.04 Buy 0.04 $91.97–121.48 · VW $111.17i $385,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.08 $73.76–95.04 · VW $86.40i SEC
2011   Q2 5,529 0.08 Buy 0.08 $76.82–91.31 · VW $84.29i $504,000 SEC
Price snapshot:
Current price$1,235.00
Avg. buy price$1,135.43
+/- since buy8.77%
52-week low$1,123.61
52-week high$1,519.36