13F Portfolios

GEORGE KAISER FAMILY FOUNDATION — TRANSDIGM GROUP INC TDG: Quarterly 13F Position History

GEORGE KAISER FAMILY FOUNDATION has reported TRANSDIGM GROUP INC (TDG) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 3,399 shares ($3.9M market value, 0.45% of the equity book). Quarter-over-quarter share count change: + 8 (+0.2%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 3,399 +8 +0.2% $3.9M 0.45% $1158.96
Q4 2025 3,391 +14 +0.4% $4.5M 0.60% $1329.85
Q3 2025 3,377 0 $4.5M 0.62% $1318.02
Q2 2025 3,377 +3,168 +1515.8% $5.1M 0.74% $1520.64
Q1 2025 209 $289.1K 0.04% $1383.29

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did GEORGE KAISER FAMILY FOUNDATION first disclose a TDG position in 13F-HR filings?

GEORGE KAISER FAMILY FOUNDATION first reported TRANSDIGM GROUP INC (TDG) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was GEORGE KAISER FAMILY FOUNDATION's most recent quarter-over-quarter share-count change in TDG?

Between Q4 2025 and Q1 2026, GEORGE KAISER FAMILY FOUNDATION added 8 shares of TDG (+0.2%), bringing the total reported position to 3,399 shares at a market value of $3.9M.

Does the implied price-per-share represent GEORGE KAISER FAMILY FOUNDATION's cost basis in TDG?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.