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Disclosery

Mill Capital Management, LLC: TDG position timeline

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

Mill Capital Management, LLC held 25,115 TDG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,115 shares
    Change vs previous 13F +175 shares

    2.23% of the 13F portfolio, value $33,454,185.

    13F-HR 0001398344-26-013354 filed by Mill Capital Management, 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 24,940 shares
    Change vs previous 13F +58 shares

    2.2% of the 13F portfolio, value $28,904,463.

    13F-HR 0001398344-26-008209 filed by Mill Capital Management, 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 24,882 shares
    Change vs previous 13F +68 shares

    2.39% of the 13F portfolio, value $33,089,328.

    13F-HR 0001398344-26-002778 filed by Mill Capital Management, 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 24,814 shares
    Change vs previous 13F -1,293 shares

    2.42% of the 13F portfolio, value $32,705,349.

    13F-HR 0001398344-25-019997 filed by Mill Capital Management, 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 26,107 shares
    Change vs previous 13F -78 shares

    3.11% of the 13F portfolio, value $39,699,348.

    13F-HR 0001398344-25-014452 filed by Mill Capital Management, 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 26,185 shares
    Change vs previous 13F -34 shares

    2.9% of the 13F portfolio, value $36,221,449.

    13F-HR 0001398344-25-007536 filed by Mill Capital Management, 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 26,219 shares
    Change vs previous 13F -324 shares

    2.63% of the 13F portfolio, value $33,226,815.

    13F-HR 0001398344-25-002426 filed by Mill Capital Management, 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 26,543 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $37,880,312.

    13F-HR 0001398344-24-019577 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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