Triple Frond Partners - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 603 filers reported holding TRANSDIGM GROUP INC in Q1 2021. The put-call ratio across all filers is 0.41 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
Triple Frond Partners ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$108,764
-5.7%
129,0000.0%13.80%
-7.2%
Q2 2023$115,348
+21.3%
129,0000.0%14.87%
+7.2%
Q1 2023$95,079
+3.2%
129,000
-11.8%
13.87%
-8.9%
Q4 2022$92,112
-99.9%
146,2910.0%15.23%
+12.6%
Q3 2022$76,776,000
-2.3%
146,291
-0.1%
13.52%
+12.6%
Q2 2022$78,568,000
-17.6%
146,4000.0%12.01%
+1.7%
Q1 2022$95,385,000
+2.4%
146,4000.0%11.81%
+12.5%
Q4 2021$93,151,000
+16.2%
146,400
+14.0%
10.50%
+20.0%
Q3 2021$80,191,000
-3.5%
128,3940.0%8.74%
-3.0%
Q2 2021$83,108,000
+23.7%
128,394
+12.4%
9.02%
+8.2%
Q1 2021$67,184,000
-5.0%
114,2740.0%8.33%
-3.4%
Q4 2020$70,719,000
-21.8%
114,274
-39.9%
8.63%
+12.5%
Q3 2020$90,403,000
-10.3%
190,274
-16.6%
7.67%
-21.1%
Q2 2020$100,820,000
+12.5%
228,074
-18.5%
9.72%
-2.7%
Q1 2020$89,653,000
-39.6%
280,000
+5.7%
9.99%
-21.8%
Q4 2019$148,400,000
+26.7%
265,000
+17.8%
12.77%
+13.8%
Q3 2019$117,151,000
+14.1%
225,000
+6.1%
11.22%
+8.1%
Q2 2019$102,644,000
+6.6%
212,1620.0%10.38%
-6.7%
Q1 2019$96,319,000
+43.4%
212,162
+7.4%
11.13%
+35.5%
Q4 2018$67,149,000
-12.3%
197,462
-4.0%
8.21%
+3.2%
Q3 2018$76,581,000
+7.9%
205,6980.0%7.96%
+6.3%
Q2 2018$70,995,000
-4.0%
205,698
-14.6%
7.49%
-9.9%
Q1 2018$73,972,000
-30.9%
240,998
-38.2%
8.31%
-31.5%
Q4 2017$107,101,000
-12.7%
389,998
-18.8%
12.13%
-18.5%
Q3 2017$122,711,000
-4.9%
479,9980.0%14.88%
-12.1%
Q2 2017$129,057,000
+22.1%
479,9980.0%16.93%
+20.5%
Q1 2017$105,676,000
+29.0%
479,998
+45.8%
14.05%
+15.6%
Q4 2016$81,945,000
+0.2%
329,148
+16.3%
12.15%
+4.3%
Q3 2016$81,821,000
-2.3%
283,000
-10.9%
11.66%
-13.5%
Q2 2016$83,722,000
+1.3%
317,500
-15.3%
13.47%
+0.1%
Q1 2016$82,628,000
+8.2%
375,000
+12.2%
13.46%
-5.5%
Q4 2015$76,358,000
+10.6%
334,243
+2.8%
14.24%
-2.5%
Q3 2015$69,033,000
+11.7%
325,000
+18.2%
14.61%
-7.4%
Q2 2015$61,784,000
+2.7%
275,0000.0%15.78%
-7.7%
Q1 2015$60,148,000275,00017.10%
Other shareholders
TRANSDIGM GROUP INC shareholders Q1 2021
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