Spyglass Capital Management LLC - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 605 filers reported holding TRANSDIGM GROUP INC in Q4 2020. The put-call ratio across all filers is 0.59 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
Spyglass Capital Management LLC ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$51,817,927
-21.2%
61,459
-16.4%
4.06%
-14.5%
Q2 2023$65,718,812
+11.6%
73,497
-8.0%
4.75%
+7.0%
Q1 2023$58,874,817
-10.9%
79,879
-23.9%
4.44%
-16.4%
Q4 2022$66,111,361
+6.6%
104,997
-11.2%
5.31%
+21.0%
Q3 2022$62,034,000
-16.3%
118,201
-14.4%
4.39%
+6.5%
Q2 2022$74,104,000
-28.7%
138,081
-13.4%
4.12%
+16.1%
Q1 2022$103,866,000
-18.2%
159,416
-20.1%
3.55%
+5.3%
Q4 2021$127,026,000
-3.1%
199,639
-4.9%
3.37%
+12.1%
Q3 2021$131,052,000
+9.2%
209,827
+13.2%
3.01%
+12.6%
Q2 2021$119,996,000
+17.9%
185,382
+7.1%
2.67%
-0.4%
Q1 2021$101,764,000
+9.5%
173,092
+15.3%
2.68%
-6.0%
Q4 2020$92,939,000
+55.1%
150,180
+19.1%
2.85%
+3.0%
Q3 2020$59,917,000
+30.3%
126,110
+21.3%
2.77%
-2.7%
Q2 2020$45,972,000103,9972.85%
Other shareholders
TRANSDIGM GROUP INC shareholders Q4 2020
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