TDGTRANSDIGM GROUP INC

Mixed Signals

Smart Money Trend

13-Q2

13-Q3

13-Q4

14-Q1

14-Q2

14-Q3

18-Q1

18-Q2

18-Q3

19-Q2

22-Q1

22-Q3

22-Q4

23-Q2

23-Q3

23-Q4

24-Q1

24-Q2

24-Q3

24-Q4

25-Q1

25-Q2

25-Q3

25-Q4

$1173.27

1 of 16 tracked funds hold TDG. Avg conviction: 13.8%. Net holding. First tracked at $1231.60 (current -4.7% vs tracked).

Am I Late?

4.7% belowtheir avg tracked price

Tracked: $1231.60Current: $1173.27

Per-fund first tracked prices

Oakcliff Capital Partners$1231.60(2024-Q1)

How Convicted?

13.8%avg portfolio allocation

Top 5 (1)Mid (0)Small (0)

Fund breakdown

Oakcliff Capital Partners

Which Way Is the Wind Blowing?

→ Net holding

1 holding

Per-fund actions

Oakcliff Capital PartnersHold

Did It Work?

-4.7%avg return since tracked

S&P 500: -55.2%Alpha: +50.5%

Per-fund returns

Oakcliff Capital Partners-4.7%(from $1231.60)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (1 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Oakcliff Capital Partners	13.8%	$32.1M	$1231.60	Hold