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PKE · 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.
  • PKE
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterPKETDG
Q3 20201 holders, $8.9m20 holders, $3.5bn
Q4 20201 holders, $11m22 holders, $4.0bn
Q1 20211 holders, $9.2m15 holders, $3.5bn
Q2 20211 holders, $10m12 holders, $4.2bn
Q3 20211 holders, $9.2m14 holders, $3.7bn
Q4 20211 holders, $8.8m17 holders, $1.7bn
Q1 20221 holders, $8.6m14 holders, $1.7bn
Q2 20221 holders, $8.4m16 holders, $1.8bn
Q3 20221 holders, $7.2m15 holders, $2.3bn
Q4 20221 holders, $8.7m22 holders, $3.5bn
Q1 20231 holders, $8.6m22 holders, $6.2bn
Q2 20231 holders, $9.1m17 holders, $7.5bn
Q3 20231 holders, $10m19 holders, $7.6bn
Q4 20231 holders, $9.7m19 holders, $8.9bn
Q1 20241 holders, $11m22 holders, $11.7bn
Q2 20241 holders, $9.2m26 holders, $12.3bn
Q3 20241 holders, $8.8m21 holders, $13.0bn
Q4 20241 holders, $9.9m17 holders, $11.8bn
Q1 20251 holders, $9.3m21 holders, $13.0bn
Q2 20251 holders, $10m20 holders, $15.0bn
Q3 20251 holders, $14m12 holders, $13.8bn
Q4 20251 holders, $15m18 holders, $14.1bn
Q1 20261 holders, $19m19 holders, $13.4bn
Q2 20261 holders, $26m15 holders, $14.3bn
PKE

Park Aerospace Corp

Holders
1
Reported value
$9.2m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

TDG

Transdigm Group Inc

Holders
26
Reported value
$12.3bn
Buyers
17
Sellers
12

Breadth +5 among 94 comparable managers.

Who holds both, Q2 2024

Among the 27 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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