TDG fund manager activity
Transdigm Group Incorporated · NYSE. Reported by 22 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | No change | 979,950 | $1,490,151,168 | 27.2% | Aug 14, 2025 |
| Ron Baron - Baron Capital | Trimmed | 87,844 | $133,579,100 | 0.36% | Aug 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 265 | $403,790 | 0.00% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 19,540 | $29,713,306 | 0.18% | Aug 14, 2025 |
| Bryan Lawrence - Oakcliff Capital | No change | 21,293 | $32,378,988 | 16.2% | Aug 14, 2025 |
| Triple Frond Partners | Trimmed | 73,794 | $112,214,000 | 12.7% | Aug 15, 2025 |
| Vulcan Value Partners | Trimmed | 231,595 | $361,014,620 | 6.36% | Aug 13, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| AltaRock Partners | Trimmed | 979,950 | $1,355,555,036 | 27.3% | May 14, 2025 |
| Ron Baron - Baron Capital | No change | 107,844 | $149,179,527 | 0.44% | May 15, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 277 | $383,544 | 0.00% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 19,169 | $26,516,286 | 0.22% | May 15, 2025 |
| Bryan Lawrence - Oakcliff Capital | No change | 21,293 | $29,454,394 | 15.5% | May 15, 2025 |
| Triple Frond Partners | Added | 92,144 | $127,462,000 | 17.2% | May 14, 2025 |
| Vulcan Value Partners | Added | 249,026 | $344,543,060 | 6.47% | May 8, 2025 |
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