Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  TransDigm Group Inc. (TDG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 0.64 SEC
2019   Q4 28,355 0.64 $560.01 $15,879,000 SEC
2019   Q3 28,355 0.62 Reduce 65.61% 1.07 $520.68 $14,764,000 SEC
2019   Q2 82,445 1.63 Reduce 2.48% 0.04 $483.80 $39,887,000 SEC
2019   Q1 84,545 1.64 Add 9.72% 0.15 $453.99 $38,383,000 SEC
2018   Q4 77,052 1.24 Add 152.72% 0.75 $340.06 $26,202,000 SEC
2018   Q3 30,489 0.48 $372.30 $11,351,000 SEC
2018   Q2 30,489 0.46 Reduce 0.17% <0.01 $345.14 $10,523,000 SEC
2018   Q1 30,540 0.43 Buy 0.43 $306.94 $9,374,000 SEC
2017   Q1 0 0.00 Sell 100.00% 2.75 SEC
2016   Q4 255,691 2.75 Reduce 1.70% 0.05 $248.96 $63,657,000 SEC
2016   Q3 260,112 3.07 Reduce 9.30% 0.28 $289.12 $75,204,000 SEC
2016   Q2 286,773 3.03 Reduce 4.02% 0.10 $263.69 $75,619,000 SEC
2016   Q1 298,775 2.50 Reduce 20.77% 0.66 $220.34 $65,832,000 SEC
2015   Q4 377,079 3.18 Reduce 21.50% 0.75 $228.45 $86,144,000 SEC
2015   Q3 480,357 3.48 Reduce 13.79% 0.54 $212.41 $102,033,000 SEC
2015   Q2 557,220 3.91 Add 0.66% 0.03 $224.67 $125,191,000 SEC
2015   Q1 553,592 3.66 Reduce 7.75% 0.29 $218.72 $121,082,000 SEC
2014   Q4 600,125 3.72 Add 1.60% 0.06 $196.35 $117,835,000 SEC
2014   Q3 590,666 3.66 Reduce 1.20% 0.04 $184.33 $108,877,000 SEC
2014   Q2 597,821 3.40 Reduce 0.73% 0.03 $167.26 $99,992,000 SEC
2014   Q1 602,232 4.05 Add 1.69% 0.07 $185.20 $111,533,000 SEC
2013   Q4 592,205 3.71 Add 17.17% 0.54 $161.02 $95,357,000 SEC
2013   Q3 505,405 3.01 Add 67.35% 1.21 $138.70 $70,100,000 SEC
2013   Q2 302,000 2.21 Buy 2.21 $156.77 $47,345,000 SEC