Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

TDG · Transdigm Group Inc · Form 13F filings for Q2 2026

Transdigm Group Inc

7 of 76 investors hold it

Together they reported $1.8 billion of it. In Q2 2026, 2 added and 1 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Daniel Loeb+216%Joel Greenblatt+156%

1reduced or sold out

Stephen Mandel−20.0%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
AltaRock Partners27.51%$1.17BNo change of 20%
Triple Frond Partners12.67%$142MNo change of 20%
Bryan Lawrence11.99%$32MNo change of 20%
Vulcan Value Partners6.91%$227MNo change of 20%
Daniel Loeb2.26%$105M+216%
Stephen Mandel0.23%$38M−20.0%
Joel Greenblatt0.12%$52M+156%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

5Q3 ’24
5Q4 ’24
5Q1 ’25
5Q2 ’25
5Q3 ’25
6Q4 ’25
7Q1 ’26
7Q2 ’26

Where to next

AltaRock PartnersLargest holder by dollars: $1.17B →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 893641100 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing