SEC 13F Intelligence

Estuary Capital Management LP / T7D

Estuary Capital Management LP’s Transdigm Group Inc Position

Does Estuary Capital Management LP own Transdigm Group Inc (T7D)? Not currently — the last reported position was 27.5K shares worth $37M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q4 2025
Shares
27.5K
% of Portfolio
+6.51%
Quarters Held
2
position exited

Position History T7D

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’25: $37MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202527.5K$37M+6.51%
Q3 20242.7K$4M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Estuary Capital Management LP’s full portfolio or all institutional holders of T7D.