L3VLUP
ProSign in

DCO · 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.

DCOTDG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • DCO
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterDCOTDG
Q3 20201 holders, $11m20 holders, $3.5bn
Q4 20201 holders, $19m22 holders, $4.0bn
Q1 20211 holders, $21m15 holders, $3.5bn
Q2 20212 holders, $18m12 holders, $4.2bn
Q3 20212 holders, $17m14 holders, $3.7bn
Q4 20212 holders, $17m17 holders, $1.7bn
Q1 20222 holders, $22m14 holders, $1.7bn
Q2 20222 holders, $19m16 holders, $1.8bn
Q3 20222 holders, $19m15 holders, $2.3bn
Q4 20222 holders, $25m22 holders, $3.5bn
Q1 20232 holders, $29m22 holders, $6.2bn
Q2 20232 holders, $25m17 holders, $7.5bn
Q3 20232 holders, $28m19 holders, $7.6bn
Q4 20233 holders, $31m19 holders, $8.9bn
Q1 20242 holders, $31m22 holders, $11.7bn
Q2 20242 holders, $46m26 holders, $12.3bn
Q3 20242 holders, $53m21 holders, $13.0bn
Q4 20242 holders, $53m17 holders, $11.8bn
Q1 20252 holders, $49m21 holders, $13.0bn
Q2 20252 holders, $70m20 holders, $15.0bn
Q3 20252 holders, $71m12 holders, $13.8bn
Q4 20252 holders, $66m18 holders, $14.1bn
Q1 20262 holders, $74m19 holders, $13.4bn
Q2 20264 holders, $162m15 holders, $14.3bn
DCO

Ducommun Inc Del

Holders
2
Reported value
$74m
Buyers
10
Sellers
14

Breadth -4 among 91 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
19
Reported value
$13.4bn
Buyers
20
Sellers
22

Breadth -2 among 91 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q1 2026

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only DCO (2)

First Eagle Investment Management LLC, GAMCO Investors Inc

Only TDG (19)

AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Third Point LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

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.

Back to the 13F Explorer →