Third Point - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 764 filers reported holding TRANSDIGM GROUP INC in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.8%.

About TRANSDIGM GROUP INC

TransDigm Group Inc. is a leading designer, producer, and supplier of highly engineered aircraft components for use in commercial and military aircraft. The company's products include mechanical and electro-mechanical actuators and controls, ignition systems and engine technology, and safety restraint systems. TransDigm's products are used in a wide range of aircraft, including commercial airliners, military fighter jets, and helicopters.

TransDigm has a strong reputation for quality and innovation, and the company's products are highly regarded by customers in the aerospace industry. The company has a long history of successful acquisitions, which has helped to expand its product portfolio and customer base.

Despite the challenges posed by the COVID-19 pandemic, TransDigm has continued to perform well. The company reported strong financial results for the first quarter of fiscal year 2021, with net sales of $1.3 billion and net income of $193 million. The company's strong financial position has allowed it to continue investing in research and development, as well as pursuing strategic acquisitions.

Looking ahead, TransDigm is well-positioned to benefit from the ongoing growth in the aerospace industry. The company's focus on innovation and quality, combined with its strong financial position, make it a compelling investment opportunity for stock market investors.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Third Point ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q1 2022$104,246,000
-49.9%
160,000
-51.1%
1.36%
-6.5%
Q4 2021$207,986,000
-26.0%
326,878
-27.4%
1.45%
-5.3%
Q3 2021$281,056,000
-3.5%
450,0000.0%1.53%
-10.0%
Q2 2021$291,280,000
+2.2%
450,000
-7.2%
1.70%
-11.3%
Q1 2021$285,141,000
-5.0%
485,0000.0%1.92%
-16.9%
Q4 2020$300,142,000
+45.2%
485,000
+11.5%
2.31%
+11.9%
Q3 2020$206,677,000
+232.1%
435,000
+74.0%
2.07%
+238.3%
Q4 2016$62,240,000
-81.0%
250,000
-77.9%
0.61%
-78.5%
Q3 2016$326,995,000
+9.6%
1,131,0000.0%2.84%
+0.0%
Q2 2016$298,233,000
+35.4%
1,131,000
+13.1%
2.84%
+40.1%
Q1 2016$220,340,0001,000,0002.03%
Other shareholders
TRANSDIGM GROUP INC shareholders Q3 2023
NameSharesValueWeighting ↓
Deccan Value Investors L.P. 111,284$93,826,880100.00%
Ampfield Management, L.P. 43,229$36,44832.61%
Altarock Partners 1,310,086$1,104,572,80927.66%
BRX Global LP 27,149$22,890,13626.61%
Anabranch Capital Management, LP 39,603$33,390,47724.42%
Stockbridge Partners LLC 1,171,919$988,080,06621.97%
Atalan Capital Partners, LP 252,680$213,042,08819.96%
Crow's Nest Holdings LP 71,335$60,144,67915.30%
OBERNDORF WILLIAM E 9,509$8,017,32314.67%
East Coast Asset Management, LLC. 37,729$31,810,45914.39%
View complete list of TRANSDIGM GROUP INC shareholders