Lone Pine Capital - 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
Lone Pine Capital ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$368,228,596
-29.4%
436,740
-25.1%
3.55%
-25.7%
Q2 2023$521,288,592
+1.2%
582,986
-16.6%
4.78%
+0.2%
Q1 2023$515,085,918
+5.5%
698,848
-9.9%
4.77%
+2.3%
Q4 2022$488,413,209
+26.2%
775,690
+5.2%
4.66%
+27.8%
Q3 2022$387,067,000
-21.0%
737,523
-6.0%
3.65%
+120.9%
Q3 2021$489,876,000
+5.5%
784,342
+9.3%
1.65%
+10.3%
Q2 2021$464,407,000
+29.6%
717,463
-4.9%
1.50%
-2.8%
Q3 2020$358,435,000
-53.7%
754,410
-56.9%
1.54%
-60.6%
Q2 2020$773,900,000
+211.5%
1,750,708
+125.6%
3.91%
+165.3%
Q1 2020$248,452,000
-64.6%
775,953
-38.1%
1.47%
-60.4%
Q4 2019$702,480,000
+5.1%
1,254,428
-2.3%
3.72%
-5.3%
Q3 2019$668,570,000
-12.8%
1,284,058
-19.0%
3.93%
-17.5%
Q2 2019$767,067,000
+1.7%
1,585,504
-4.6%
4.77%
+8.2%
Q1 2019$754,192,000
+45.7%
1,661,253
+9.1%
4.41%
+25.8%
Q4 2018$517,748,000
-21.1%
1,522,520
-13.6%
3.50%
+3.8%
Q3 2018$656,407,000
+7.9%
1,763,113
+0.1%
3.38%
+5.0%
Q2 2018$608,072,000
+40.5%
1,761,813
+24.9%
3.22%
+46.6%
Q1 2018$432,909,000
+11.8%
1,410,4020.0%2.19%
+8.5%
Q4 2017$387,325,000
-23.3%
1,410,402
-30.5%
2.02%
-23.3%
Q4 2016$504,988,000
-22.4%
2,028,392
-9.9%
2.64%
-9.3%
Q3 2016$650,744,000
+3.7%
2,250,775
-5.4%
2.91%
+0.3%
Q2 2016$627,693,000
+34.5%
2,380,420
+12.4%
2.90%
+24.7%
Q1 2016$466,649,000
-5.9%
2,117,859
-2.5%
2.32%
+9.5%
Q4 2015$496,047,000
+5.4%
2,171,359
-2.0%
2.12%
+10.6%
Q3 2015$470,578,000
-5.5%
2,215,4230.0%1.92%
+3.0%
Q2 2015$497,739,000
+2.7%
2,215,4230.0%1.86%
+1.5%
Q1 2015$484,557,000
-99.9%
2,215,423
+24.0%
1.83%
+24.7%
Q4 2014$350,845,249,000
+106421.1%
1,786,8360.0%1.47%
+14.3%
Q3 2014$329,367,000
+101.1%
1,786,836
+82.4%
1.29%
+94.4%
Q2 2014$163,814,000
-14.4%
979,395
-5.3%
0.66%
-20.4%
Q1 2014$191,482,000
-57.0%
1,033,918
-62.7%
0.83%
-56.6%
Q4 2013$445,805,000
+25.7%
2,768,629
+8.3%
1.92%
+21.2%
Q3 2013$354,546,000
-11.5%
2,556,2100.0%1.58%
-18.9%
Q2 2013$400,737,0002,556,2101.95%
Other shareholders
TRANSDIGM GROUP INC shareholders Q3 2023
NameSharesValueWeighting ↓
Berkshire Partners LLC 2,040,842$926,522,00084.18%
CAT ROCK CAPITAL MANAGEMENT LP 310,930$141,159,00038.26%
WINDACRE PARTNERSHIP LLC 1,168,900$530,669,00029.54%
Altarock Partners 642,485$291,682,00027.72%
RUDMAN ERROL M 79,736$36,199,00024.44%
Stockbridge Partners LLC 1,435,898$651,883,00024.00%
SAYA MANAGEMENT LP 48,803$22,156,00014.13%
Oakcliff Capital Partners, LP 40,106$18,208,00013.22%
Triple Frond Partners 212,162$96,319,00011.13%
Aravt Global 148,000$67,191,00010.64%
View complete list of TRANSDIGM GROUP INC shareholders