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KRMN · 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.

KRMNTDG
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.
  • KRMN
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterKRMNTDG
Q3 2020none listed holders, n.a.20 holders, $3.5bn
Q4 2020none listed holders, n.a.22 holders, $4.0bn
Q1 2021none listed holders, n.a.15 holders, $3.5bn
Q2 2021none listed holders, n.a.12 holders, $4.2bn
Q3 2021none listed holders, n.a.14 holders, $3.7bn
Q4 2021none listed holders, n.a.17 holders, $1.7bn
Q1 2022none listed holders, n.a.14 holders, $1.7bn
Q2 2022none listed holders, n.a.16 holders, $1.8bn
Q3 2022none listed holders, n.a.15 holders, $2.3bn
Q4 2022none listed holders, n.a.22 holders, $3.5bn
Q1 2023none listed holders, n.a.22 holders, $6.2bn
Q2 2023none listed holders, n.a.17 holders, $7.5bn
Q3 2023none listed holders, n.a.19 holders, $7.6bn
Q4 2023none listed holders, n.a.19 holders, $8.9bn
Q1 2024none listed holders, n.a.22 holders, $11.7bn
Q2 2024none listed holders, n.a.26 holders, $12.3bn
Q3 2024none listed holders, n.a.21 holders, $13.0bn
Q4 2024none listed holders, n.a.17 holders, $11.8bn
Q1 202510 holders, $192m21 holders, $13.0bn
Q2 20256 holders, $183m20 holders, $15.0bn
Q3 20258 holders, $364m12 holders, $13.8bn
Q4 20256 holders, $180m18 holders, $14.1bn
Q1 20268 holders, $1.2bn19 holders, $13.4bn
Q2 20267 holders, $174m15 holders, $14.3bn
KRMN

Karman HLDGS Inc

Holders
7
Reported value
$174m
Buyers
22
Sellers
11

Breadth +11 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 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KRMN (5)

Artisan Partners LP, Bridgewater Associates LP, Discovery Capital Management LLC, Freestone Grove Partners LP, Rokos Capital Management LLP

Only TDG (13)

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

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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