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ESLT · TDG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ESLT
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterESLTTDG
Q3 20202 holders, $8.8m20 holders, $3.5bn
Q4 20202 holders, $19m22 holders, $4.0bn
Q1 20211 holders, $49m15 holders, $3.5bn
Q2 20211 holders, $48m12 holders, $4.2bn
Q3 20211 holders, $47m14 holders, $3.7bn
Q4 20211 holders, $49m17 holders, $1.7bn
Q1 20222 holders, $64m14 holders, $1.7bn
Q2 20221 holders, $38m16 holders, $1.8bn
Q3 20221 holders, $31m15 holders, $2.3bn
Q4 20221 holders, $23m22 holders, $3.5bn
Q1 20231 holders, $23m22 holders, $6.2bn
Q2 20231 holders, $25m17 holders, $7.5bn
Q3 20231 holders, $22m19 holders, $7.6bn
Q4 20231 holders, $23m19 holders, $8.9bn
Q1 20241 holders, $21m22 holders, $11.7bn
Q2 20242 holders, $17m26 holders, $12.3bn
Q3 20242 holders, $18m21 holders, $13.0bn
Q4 20243 holders, $81m17 holders, $11.8bn
Q1 20253 holders, $169m21 holders, $13.0bn
Q2 20255 holders, $288m20 holders, $15.0bn
Q3 20254 holders, $288m12 holders, $13.8bn
Q4 20254 holders, $341m18 holders, $14.1bn
Q1 20265 holders, $693m19 holders, $13.4bn
Q2 20264 holders, $233m15 holders, $14.3bn
ESLT

Elbit Systems LTD

Holders
1
Reported value
$23m
Buyers
0
Sellers
1

Breadth -1 among 93 comparable managers.

TDG

Transdigm Group Inc

Holders
19
Reported value
$8.9bn
Buyers
13
Sellers
10

Breadth +3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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