Oakcliff Capital Partners, LP - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 649 filers reported holding TRANSDIGM GROUP INC in Q2 2022. The put-call ratio across all filers is 4.16 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
Oakcliff Capital Partners, LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$20,494,804
-29.3%
24,308
-25.0%
14.07%
-27.1%
Q2 2023$28,969,000
+5.7%
32,398
-12.9%
19.30%
+1.0%
Q1 2023$27,416,000
-15.8%
37,198
-28.0%
19.10%
-21.3%
Q4 2022$32,552,000
+11.4%
51,698
-7.2%
24.28%
-1.2%
Q3 2022$29,231,000
-2.2%
55,6980.0%24.58%
+11.5%
Q2 2022$29,891,000
-17.6%
55,6980.0%22.04%
+17.1%
Q1 2022$36,289,000
+2.4%
55,6980.0%18.82%
+16.2%
Q4 2021$35,440,000
+1.9%
55,6980.0%16.19%
+5.1%
Q3 2021$34,787,000
-3.5%
55,6980.0%15.40%
-0.8%
Q2 2021$36,053,000
+10.1%
55,6980.0%15.53%
-0.0%
Q1 2021$32,746,000
-5.0%
55,6980.0%15.53%
+13.5%
Q4 2020$34,469,000
+23.2%
55,698
-5.4%
13.68%
+12.9%
Q3 2020$27,972,000
+7.5%
58,8730.0%12.11%
-12.4%
Q2 2020$26,025,000
+38.1%
58,8730.0%13.84%
+4.9%
Q1 2020$18,851,000
-1.8%
58,873
+71.8%
13.19%
+15.1%
Q4 2019$19,193,000
+7.6%
34,2730.0%11.45%
-5.1%
Q3 2019$17,845,000
+7.6%
34,2730.0%12.07%
-1.2%
Q2 2019$16,581,000
-8.9%
34,273
-14.5%
12.22%
-7.6%
Q1 2019$18,208,000
+9.0%
40,106
-18.3%
13.22%
-3.7%
Q4 2018$16,699,000
-8.7%
49,1060.0%13.73%
+1.2%
Q3 2018$18,282,000
+7.9%
49,1060.0%13.57%
+5.8%
Q2 2018$16,948,000
+12.4%
49,1060.0%12.83%
-0.5%
Q1 2018$15,072,000
+11.8%
49,1060.0%12.90%
+9.0%
Q4 2017$13,485,000
+7.4%
49,1060.0%11.83%
+11.7%
Q3 2017$12,553,000
-6.1%
49,106
-1.2%
10.59%
-14.4%
Q2 2017$13,370,000
+22.1%
49,7270.0%12.37%
+18.1%
Q1 2017$10,948,00049,72710.48%
Other shareholders
TRANSDIGM GROUP INC shareholders Q2 2022
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