Ensemble Capital Management - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 417 filers reported holding TRANSDIGM GROUP INC in Q3 2017. The put-call ratio across all filers is 1.06 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
Ensemble Capital Management ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q4 2019$17,370,000
-36.5%
31,017
-41.0%
2.23%
-41.8%
Q3 2019$27,350,000
-2.2%
52,528
-9.1%
3.84%
-2.7%
Q2 2019$27,953,000
+3.8%
57,778
-2.6%
3.94%
-0.6%
Q1 2019$26,928,000
+37.3%
59,313
+2.8%
3.97%
+14.6%
Q4 2018$19,619,000
+25.1%
57,693
+37.0%
3.46%
+34.1%
Q3 2018$15,678,000
-20.7%
42,111
-26.5%
2.58%
-24.3%
Q2 2018$19,765,000
-9.5%
57,266
-19.5%
3.41%
-16.5%
Q1 2018$21,841,000
+49.1%
71,156
+33.4%
4.09%
+53.6%
Q4 2017$14,644,000
+5.9%
53,325
-1.4%
2.66%
-8.2%
Q3 2017$13,829,000
-23.6%
54,095
-19.6%
2.90%
-26.7%
Q2 2017$18,091,000
-30.1%
67,285
-42.7%
3.96%
-34.3%
Q1 2017$25,874,000
+8.8%
117,525
+23.0%
6.02%
+2.6%
Q4 2016$23,791,000
+6.2%
95,560
+23.4%
5.87%
+0.1%
Q3 2016$22,397,000
+2.5%
77,465
-6.5%
5.86%
-7.4%
Q2 2016$21,841,000
+22.1%
82,830
+2.1%
6.34%
+19.1%
Q1 2016$17,881,000
-2.2%
81,150
+1.4%
5.32%
-1.4%
Q4 2015$18,277,000
+12.7%
80,005
+4.8%
5.40%
+5.1%
Q3 2015$16,214,000
-0.7%
76,335
+5.0%
5.13%
+5.4%
Q2 2015$16,336,000
+9.9%
72,710
+7.0%
4.87%
+4.9%
Q1 2015$14,865,000
+17.0%
67,965
+5.0%
4.64%
+8.2%
Q4 2014$12,705,000
+41.3%
64,705
+32.6%
4.29%
+38.1%
Q3 2014$8,992,000
+18.0%
48,780
+7.1%
3.11%
+14.7%
Q2 2014$7,620,000
+7.6%
45,555
+19.2%
2.71%
-3.5%
Q1 2014$7,079,000
+30.5%
38,225
+13.4%
2.81%
+28.7%
Q4 2013$5,426,000
+418.2%
33,695
+346.3%
2.18%
+372.1%
Q3 2013$1,047,0007,5500.46%
Other shareholders
TRANSDIGM GROUP INC shareholders Q3 2017
NameSharesValueWeighting ↓
Berkshire Partners LLC 1,021,469$485,320,00047.02%
Altarock Partners 1,224,961$582,003,00027.45%
CAT ROCK CAPITAL MANAGEMENT LP 461,655$219,342,00022.77%
Stockbridge Partners LLC 1,554,497$738,573,00020.34%
WINDACRE PARTNERSHIP LLC 1,174,483$558,020,00017.00%
Trustees of Princeton University 23,807$11,311,00015.11%
RAYNOR GEOFFREY 6,192$2,942,00014.24%
Oakcliff Capital Partners, LP 58,873$27,972,00012.11%
Heard Capital LLC 50,444$23,966,953,0009.86%
Deccan Value Investors L.P. 389,700$185,154,0008.42%
View complete list of TRANSDIGM GROUP INC shareholders