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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.

EMBJTDG
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.
  • 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
9
Reported value
$575m
Buyers
11
Sellers
11

Breadth 0 among 91 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
15
Reported value
$14.3bn
Buyers
23
Sellers
18

Breadth +5 among 91 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q2 2026

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EMBJ (7)

Arrowstreet Capital LP, Artisan Partners LP, Egerton Capital UK LLP, Marshall Wace LLP, Oaktree Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC

Only TDG (13)

Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Third Point LLC, Tudor Investment Corp, Two Sigma Investments LP, 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.

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