Vulcan Value Partners, LLC - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 695 filers reported holding TRANSDIGM GROUP INC in Q4 2022. The put-call ratio across all filers is 3.09 and the average weighting 1.0%.

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
Vulcan Value Partners, LLC ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$364,613
-35.0%
432,748
-31.0%
5.55%
-21.1%
Q2 2023$560,550
+10.0%
626,838
-9.3%
7.04%
+9.2%
Q1 2023$509,681
-3.1%
691,165
-17.3%
6.45%
-8.7%
Q4 2022$525,814
-99.9%
835,344
-18.0%
7.06%
+12.9%
Q3 2022$534,821,000
-19.0%
1,019,056
-17.2%
6.26%
-3.1%
Q2 2022$660,196,000
-50.0%
1,230,172
-39.2%
6.46%
-20.2%
Q1 2022$1,319,297,000
-53.4%
2,024,890
-54.5%
8.10%
+11.9%
Q4 2021$2,829,512,000
+121.7%
4,446,960
+117.6%
7.23%
+5.5%
Q3 2021$1,276,429,000
-0.1%
2,043,693
+3.6%
6.86%
-1.0%
Q2 2021$1,277,177,000
+6.8%
1,973,114
-3.0%
6.92%
-1.9%
Q1 2021$1,195,768,000
-3.3%
2,033,895
+1.8%
7.06%
-11.7%
Q4 2020$1,236,768,000
+39.5%
1,998,494
+7.1%
8.00%
+15.9%
Q3 2020$886,780,000
+93.5%
1,866,434
+80.0%
6.90%
+91.3%
Q2 2020$458,275,0001,036,7053.61%
Other shareholders
TRANSDIGM GROUP INC shareholders Q4 2022
NameSharesValueWeighting ↓
Berkshire Partners LLC 1,021,470$632,137,00050.46%
Altarock Partners 1,025,525$634,646,00026.60%
CAT ROCK CAPITAL MANAGEMENT LP 379,402$234,793,00022.48%
Stockbridge Partners LLC 1,554,497$962,000,00022.37%
Anabranch Capital Management, LP 52,347$32,395,00019.93%
BRX Global LP 33,662$20,832,00018.04%
RAYNOR GEOFFREY 7,677$4,751,00016.35%
Trustees of Princeton University 15,607$9,658,00014.44%
WINDACRE PARTNERSHIP LLC 841,700$520,886,00013.69%
Oakcliff Capital Partners, LP 55,698$34,469,00013.68%
View complete list of TRANSDIGM GROUP INC shareholders