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Disclosery

Heard Capital LLC: TDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heard Capital LLC on TDG, newest first. How the timeline and the estimate are built.

Heard Capital LLC held 186,289 TDG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,289 shares
    Change vs previous 13F +7,679 shares

    10.62% of the 13F portfolio, value $248,144,400.

    13F-HR 0001172661-26-003256 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 178,610 shares
    Change vs previous 13F +7,981 shares

    10.7% of the 13F portfolio, value $207,001,846.

    13F-HR 0001172661-26-002072 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 170,629 shares
    Change vs previous 13F +13,906 shares

    10.65% of the 13F portfolio, value $226,910,976.

    13F-HR 0001172661-26-000827 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 156,723 shares
    Change vs previous 13F +22,396 shares

    10.02% of the 13F portfolio, value $206,564,048.

    13F-HR/A 0001172661-25-004995 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 134,327 shares
    Change vs previous 13F -17,225 shares

    10.67% of the 13F portfolio, value $204,263,009.

    13F-HR 0001172661-25-003442 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,552 shares
    Change vs previous 13F -16,869 shares

    12.45% of the 13F portfolio, value $209,640,366.

    13F-HR 0001172661-25-001980 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 168,421 shares
    Change vs previous 13F +36,215 shares

    12.69% of the 13F portfolio, value $213,436,564.

    13F-HR 0001172661-25-000903 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 132,206 shares
    Change vs previous 13F not available

    10.58% of the 13F portfolio, value $188,675,148.

    13F-HR 0001172661-24-004756 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).