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EMBJ · 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.
  • EMBJ
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterEMBJTDG
Q3 2020none listed holders, n.a.20 holders, $3.5bn
Q4 2020none listed holders, n.a.22 holders, $4.0bn
Q1 20211 holders, $53m15 holders, $3.5bn
Q2 20212 holders, $12m12 holders, $4.2bn
Q3 20212 holders, $11m14 holders, $3.7bn
Q4 20214 holders, $73m17 holders, $1.7bn
Q1 20223 holders, $78m14 holders, $1.7bn
Q2 20221 holders, $31m16 holders, $1.8bn
Q3 20221 holders, $7.4m15 holders, $2.3bn
Q4 20221 holders, $15m22 holders, $3.5bn
Q1 20233 holders, $28m22 holders, $6.2bn
Q2 20231 holders, $9.3m17 holders, $7.5bn
Q3 20231 holders, $5.9m19 holders, $7.6bn
Q4 20233 holders, $19m19 holders, $8.9bn
Q1 20243 holders, $55m22 holders, $11.7bn
Q2 20246 holders, $113m26 holders, $12.3bn
Q3 20244 holders, $201m21 holders, $13.0bn
Q4 20245 holders, $296m17 holders, $11.8bn
Q1 20258 holders, $330m21 holders, $13.0bn
Q2 20257 holders, $237m20 holders, $15.0bn
Q3 20258 holders, $427m12 holders, $13.8bn
Q4 20257 holders, $488m18 holders, $14.1bn
Q1 20268 holders, $490m19 holders, $13.4bn
Q2 20269 holders, $575m15 holders, $14.3bn
EMBJ

Embraer SA

Holders
7
Reported value
$237m
Buyers
3
Sellers
3

Breadth 0 among 95 comparable managers.

TDG

Transdigm Group Inc

Holders
20
Reported value
$15.0bn
Buyers
13
Sellers
7

Breadth +6 among 95 comparable managers.

Who holds both, Q2 2025

Among the 26 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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