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TXT · 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.
  • TXT
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterTXTTDG
Q3 20207 holders, $2.0bn20 holders, $3.5bn
Q4 20207 holders, $2.5bn22 holders, $4.0bn
Q1 20216 holders, $3.0bn15 holders, $3.5bn
Q2 20219 holders, $3.6bn12 holders, $4.2bn
Q3 202112 holders, $3.6bn14 holders, $3.7bn
Q4 202113 holders, $4.0bn17 holders, $1.7bn
Q1 202212 holders, $3.9bn14 holders, $1.7bn
Q2 202212 holders, $3.2bn16 holders, $1.8bn
Q3 202215 holders, $1.5bn15 holders, $2.3bn
Q4 202215 holders, $1.9bn22 holders, $3.5bn
Q1 202314 holders, $1.6bn22 holders, $6.2bn
Q2 202312 holders, $1.3bn17 holders, $7.5bn
Q3 202312 holders, $1.4bn19 holders, $7.6bn
Q4 202313 holders, $1.5bn19 holders, $8.9bn
Q1 202413 holders, $1.6bn22 holders, $11.7bn
Q2 202413 holders, $1.3bn26 holders, $12.3bn
Q3 202411 holders, $1.3bn21 holders, $13.0bn
Q4 202410 holders, $1.3bn17 holders, $11.8bn
Q1 202514 holders, $1.4bn21 holders, $13.0bn
Q2 202512 holders, $1.6bn20 holders, $15.0bn
Q3 202512 holders, $1.7bn12 holders, $13.8bn
Q4 202513 holders, $2.5bn18 holders, $14.1bn
Q1 202613 holders, $2.9bn19 holders, $13.4bn
Q2 202611 holders, $3.3bn15 holders, $14.3bn
TXT

Textron Inc

Holders
11
Reported value
$3.3bn
Buyers
13
Sellers
18

Breadth -5 among 91 comparable managers.

TDG

Transdigm Group Inc

Holders
15
Reported value
$14.3bn
Buyers
23
Sellers
18

Breadth +5 among 91 comparable managers.

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.

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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