TDG fund manager activity
Transdigm Group Incorporated · NYSE. Reported by 22 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | Trimmed | 969,400 | $1,289,156,590 | 25.3% | Feb 13, 2026 |
| Ron Baron - Baron Capital | Trimmed | 77,799 | $103,461,000 | 0.28% | Feb 17, 2026 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 299 | $398,157 | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 23,509 | $31,263,444 | 0.11% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | New | 19,228 | $25,570,356 | 0.19% | Feb 17, 2026 |
| Bryan Lawrence - Oakcliff Capital | No change | 24,170 | $32,142,475 | 13.8% | Feb 17, 2026 |
| Triple Frond Partners | Added | 103,894 | $138,163,000 | 14.4% | Feb 13, 2026 |
| Vulcan Value Partners | Trimmed | 240,620 | $320,028 | 5.77% | Mar 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | Trimmed | 976,392 | $1,286,904,184 | 23.5% | Nov 14, 2025 |
| Ron Baron - Baron Capital | Trimmed | 82,149 | $108,274,025 | 0.29% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | New | 30,800 | $40,595,016 | 0.47% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 290 | $382,633 | 0.00% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 19,131 | $25,215,041 | 0.11% | Nov 14, 2025 |
| Bryan Lawrence - Oakcliff Capital | Added | 24,170 | $31,856,543 | 13.7% | Nov 14, 2025 |
| Triple Frond Partners | Trimmed | 56,964 | $75,080,000 | 8.18% | Nov 14, 2025 |
| Vulcan Value Partners | Added | 249,643 | $328,976,562 | 5.96% | Nov 10, 2025 |
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