TDG fund manager activity
Transdigm Group Incorporated · NYSE. Reported by 22 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | Trimmed | 875,755 | $1,166,540,690 | 27.5% | Aug 17, 2026 |
| Ron Baron - Baron Capital | Trimmed | 78,501 | $104,566,472 | 0.16% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 317 | $423,307 | 0.00% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 39,089 | $52,068,112 | 0.12% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 28,532 | $38,005,765 | 0.23% | Aug 14, 2026 |
| Bryan Lawrence - Oakcliff Capital | No change | 24,170 | $32,195,407 | 12.0% | Aug 13, 2026 |
| Daniel Loeb - Third Point | Added | 79,000 | $105,231,160 | 2.27% | Aug 14, 2026 |
| Triple Frond Partners | No change | 106,544 | $141,921,000 | 12.7% | Aug 13, 2026 |
| Vulcan Value Partners | Trimmed | 170,429 | $227,018,245 | 6.91% | Aug 10, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | Trimmed | 909,168 | $1,053,689,345 | 25.5% | May 15, 2026 |
| Ron Baron - Baron Capital | Added | 78,664 | $91,168,429 | 0.28% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 288 | $334,383 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 15,294 | $17,725,134 | 0.05% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 35,677 | $41,348,216 | 0.33% | May 15, 2026 |
| Bryan Lawrence - Oakcliff Capital | No change | 24,170 | $28,012,063 | 12.4% | May 15, 2026 |
| Daniel Loeb - Third Point | New | 25,000 | $28,974,000 | 1.39% | May 15, 2026 |
| Triple Frond Partners | Added | 106,544 | $123,480,000 | 12.8% | May 15, 2026 |
| Vulcan Value Partners | Trimmed | 184,228 | $213,512,883 | 5.66% | May 11, 2026 |
Older quarters