Skylands Capital, LLC - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 657 filers reported holding TRANSDIGM GROUP INC in Q4 2021. The put-call ratio across all filers is 2.52 and the average weighting 0.9%.

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
Skylands Capital, LLC ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$826,267
-5.7%
9800.0%0.12%
-0.8%
Q2 2023$876,287
+21.3%
9800.0%0.13%
+18.9%
Q1 2023$722,309
+17.1%
9800.0%0.11%
+8.2%
Q4 2022$617,057
+20.0%
9800.0%0.10%
+16.7%
Q3 2022$514,000
-2.3%
9800.0%0.08%
+9.1%
Q2 2022$526,000
-17.7%
9800.0%0.08%0.0%
Q1 2022$639,000
+2.4%
9800.0%0.08%
+6.9%
Q4 2021$624,000
+2.0%
9800.0%0.07%
-5.3%
Q3 2021$612,000
-3.5%
9800.0%0.08%
+1.3%
Q2 2021$634,000
+10.1%
9800.0%0.08%
+2.7%
Q1 2021$576,000
-5.0%
9800.0%0.07%
-17.0%
Q4 2020$606,000
+30.0%
9800.0%0.09%
+12.8%
Q3 2020$466,000
-33.2%
980
-38.0%
0.08%
-36.6%
Q2 2020$698,000
+37.9%
1,5800.0%0.12%
+9.8%
Q1 2020$506,000
-65.1%
1,580
-39.0%
0.11%
-46.9%
Q4 2019$1,450,000
-24.5%
2,590
-29.8%
0.21%
-24.4%
Q3 2019$1,921,000
-0.5%
3,690
-7.5%
0.28%
+5.3%
Q2 2019$1,930,000
-6.4%
3,990
-12.1%
0.26%
-7.0%
Q1 2019$2,061,000
-12.0%
4,540
-34.1%
0.28%
-26.0%
Q4 2018$2,343,000
-8.7%
6,8900.0%0.38%
+16.3%
Q3 2018$2,565,000
-10.3%
6,890
-16.9%
0.33%
-12.2%
Q2 2018$2,861,000
-11.1%
8,290
-21.0%
0.38%
-11.1%
Q1 2018$3,220,000
+10.7%
10,490
-0.9%
0.42%
+13.1%
Q4 2017$2,908,000
-2.3%
10,590
-9.0%
0.38%
-5.3%
Q3 2017$2,976,000
-6.7%
11,640
-1.9%
0.40%
-10.2%
Q2 2017$3,190,000
+20.8%
11,865
-1.0%
0.44%
+21.5%
Q1 2017$2,640,000
-21.8%
11,990
-11.6%
0.36%
-29.2%
Q4 2016$3,377,000
-14.7%
13,565
-0.9%
0.51%
-17.3%
Q3 2016$3,958,000
-7.3%
13,690
-15.4%
0.62%
-11.2%
Q2 2016$4,269,000
+1.8%
16,190
-14.9%
0.70%
+4.2%
Q1 2016$4,192,000
-17.6%
19,025
-14.6%
0.67%
-7.8%
Q4 2015$5,089,000
+4.7%
22,275
-2.6%
0.73%
+11.3%
Q3 2015$4,859,000
-13.1%
22,875
-8.0%
0.65%
+8.8%
Q2 2015$5,589,000
-14.2%
24,875
-16.5%
0.60%
-9.2%
Q1 2015$6,512,000
+9.8%
29,775
-1.4%
0.66%
+8.9%
Q4 2014$5,930,000
-0.3%
30,200
-6.4%
0.61%
+0.7%
Q3 2014$5,945,000
+0.7%
32,250
-8.6%
0.60%
+4.5%
Q2 2014$5,904,000
-22.2%
35,300
-13.9%
0.58%
-26.3%
Q1 2014$7,593,000
+5.1%
41,000
-8.6%
0.78%
-0.1%
Q4 2013$7,226,000
+2.7%
44,875
-11.6%
0.78%0.0%
Q3 2013$7,039,000
-26.9%
50,750
-17.3%
0.78%
-32.0%
Q2 2013$9,626,00061,4001.15%
Other shareholders
TRANSDIGM GROUP INC shareholders Q4 2021
NameSharesValueWeighting ↓
Berkshire Partners LLC 3,096,024$485,364,000100.00%
Stockbridge Partners LLC 1,045,233$163,861,00014.07%
RUDMAN ERROL M 82,331$12,907,00010.57%
Matrix Capital Management Company, LP 517,783$81,173,0008.54%
Pennant Capital Management, LLC 2,152,710$337,480,0006.28%
Talara Capital Management, LLC 35,000$5,487,0005.73%
Tiger Eye Capital LLC 56,275$8,822,0005.31%
HOPLITE CAPITAL MANAGEMENT, L.P. 833,208$130,622,0004.56%
White Elm Capital, LLC 232,106$36,387,0004.52%
Newbrook Capital Advisors LP 266,604$41,796,0004.40%
View complete list of TRANSDIGM GROUP INC shareholders