TDG
Transdigm Group Inc
7 of the 83 super-investors we track hold TDG, worth a combined $1.84B per their latest 13F filings. The largest position: AltaRock Partners at 27.5% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 67 of 100 (how strongly the cohort backs it) — ranked #11 of 742 stocks. The stock is up 12.3x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: AltaRock Partners (46q straight), Bryan Lawrence (37q straight), Triple Frond Partners (45q straight) and 9 more. All multibaggers the cohort held →
Why super-investors own TDG
TDG is held by 7 super-investors in our cohort, with a combined position value of $1.8B. The highest-conviction owner is AltaRock Partners at 27.5% of their portfolio. Cohort ownership has grown from 5 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Thornburg Investment Management Inc. Sells 27,237 Shares of Transdigm Group Incorporated $TDGMarketBeat ·
- Transdigm Group Incorporated $TDG Shares Purchased by Cookson Peirce & Co. Inc.MarketBeat ·
- Analyst Upgrade on Earnings Prospects Might Change The Case For Investing In TransDigm Group (TDG)simplywall.st ·
- Transdigm Group Incorporated $TDG Shares Purchased by Nissay Asset Management Corp JapanMarketBeat ·
- Jefferies Financial Group Inc. Boosts Position in Transdigm Group Incorporated $TDGMarketBeat ·
- What Makes TransDigm (TDG) a New Buy StockYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | AltaRock Partners | 27.5% | 40q | $1.17B | 875,755 |
| 2 | Vulcan Value Partners | 6.9% | 25q | $227M | 170,429 |
| 3 | Triple Frond Partners | 12.7% | 40q | $142M | 106,544 |
| 4 | Joel Greenblatt | 0.1% | 37q | $127M | 95,123 |
| 5 | Daniel Loeb | 2.3% | 11q | $105M | 79,000 |
| 6 | Stephen Mandel | 0.2% | 24q | $38M | 28,532 |
| 7 | Bryan Lawrence | 12.0% | 38q | $32M | 24,170 |
- 1AltaRock Partnersport27.5%val$1.17B875,755 sh·40q held
- 2Vulcan Value Partnersport6.9%val$227M170,429 sh·25q held
- 3Triple Frond Partnersport12.7%val$142M106,544 sh·40q held
- 4Joel Greenblattport0.1%val$127M95,123 sh·37q held
- 5Daniel Loebport2.3%val$105M79,000 sh·11q held
- 6Stephen Mandelport0.2%val$38M28,532 sh·24q held
- 7Bryan Lawrenceport12.0%val$32M24,170 sh·38q held
Owners of TDG also hold
Congress is trading TDG
Congress tracker →- April McClain Delaneybought$1,001 - $15,000 · 2026-07-28
- April McClain Delaneybought$1,001 - $15,000 · 2026-05-22
- April McClain Delaneybought$1,001 - $15,000 · 2026-05-21
- April McClain Delaneybought$1,001 - $15,000 · 2026-05-13
- April McClain Delaneybought$1,001 - $15,000 · 2026-05-08
- April McClain Delaneybought$1,001 - $15,000 · 2026-05-07
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | ADD | 2.3% | +216% | $105M | Aug 14, 2026 |
| Stephen Mandel | TRIM | 0.2% | -20% | $38M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 893641100. Not investment advice.