Meritage Group LP - 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
Meritage Group LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$241,928
-20.8%
286,940
-16.0%
5.74%
-32.5%
Q2 2023$305,272
+19.8%
341,403
-1.3%
8.50%
+10.3%
Q1 2023$254,906
-28.2%
345,846
-38.7%
7.71%
-37.0%
Q4 2022$355,112
-99.9%
563,983
-1.8%
12.25%
+35.6%
Q3 2022$301,456,000
-1.5%
574,399
+0.7%
9.04%
+2.3%
Q2 2022$306,113,000
-23.9%
570,393
-7.6%
8.84%
+41.2%
Q1 2022$402,080,000
-3.8%
617,122
-6.1%
6.26%
-11.8%
Q4 2021$418,110,000
+2.2%
657,117
+0.3%
7.09%
-12.0%
Q3 2021$409,103,000
-5.1%
655,016
-1.7%
8.06%
-0.3%
Q2 2021$431,246,000
+10.8%
666,233
+0.7%
8.09%
+8.4%
Q1 2021$389,079,000
-5.0%
661,789
-0.0%
7.46%
-7.0%
Q4 2020$409,638,000
+70.9%
661,935
+31.2%
8.02%
+75.9%
Q3 2020$239,727,000
+7.5%
504,561
+0.1%
4.56%
-3.1%
Q2 2020$222,906,000
+39.2%
504,255
+0.9%
4.71%
+8.2%
Q1 2020$160,090,000
-53.9%
499,983
-19.4%
4.35%
-28.6%
Q4 2019$347,259,000
-2.5%
620,105
-9.3%
6.10%
-8.4%
Q3 2019$355,992,000
+8.6%
683,720
+0.9%
6.66%
+16.2%
Q2 2019$327,720,000
+6.6%
677,3870.0%5.73%
-12.2%
Q1 2019$307,527,000
+33.9%
677,387
+0.3%
6.53%
+20.3%
Q4 2018$229,600,000
+11.6%
675,176
+22.2%
5.43%
+69.7%
Q3 2018$205,714,000
+10.1%
552,549
+2.0%
3.20%
+2.3%
Q2 2018$186,907,000
+13.1%
541,540
+0.6%
3.13%
+8.6%
Q1 2018$165,299,000
+11.8%
538,538
+0.1%
2.88%
+16.0%
Q4 2017$147,800,000
+31.6%
538,200
+22.5%
2.48%
+21.8%
Q3 2017$112,276,000
-4.9%
439,1770.0%2.04%
-29.6%
Q2 2017$118,082,000439,1772.90%
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