TransDigm Group Incorporated
TDGLast close · Oct 16, 20261,139.34+5.10 (+0.45%)
Market cap$63.0B
Of the 85 managers this site tracks, 7 held TransDigm Group (TDG) at the end of Q2 2026, their latest 13Fs. The largest position by value was AltaRock's, $1.2B; Vulcan Value's ($227.0M) and Triple Frond's ($141.9M) follow. No Schedule 13D or 13G is on file for TDG from the activists and large holders the site follows.
Superinvestors holding TDG
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| AltaRock | AltaRock Partners LP | Q2 2026 | 875,755 | $1.2B |
| Vulcan Value | Vulcan Value Partners, LLC | Q2 2026 | 170,429 | $227.0M |
| Triple Frond | Triple Frond Partners LLC | Q2 2026 | 106,544 | $141.9M |
| Loeb | Third Point LLC | Q2 2026 | 79,000 | $105.2M |
| Stephen Mandel | Lone Pine Capital LLC | Q2 2026 | 28,532 | $38.0M |
| Bryan Lawrence | Oakcliff Capital Partners, LP | Q2 2026 | 24,170 | $32.2M |
| Bridgewater | Bridgewater Associates, LP | Q2 2026 | 1,855 | $2.5M |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.