SAYA MANAGEMENT LP - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 609 filers reported holding TRANSDIGM GROUP INC in Q2 2021. The put-call ratio across all filers is 9.04 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
SAYA MANAGEMENT LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q2 2022$11,788,000
+22.5%
21,965
+48.8%
15.06%
+75.0%
Q1 2022$9,620,000
+29.6%
14,765
+26.6%
8.60%
+29.2%
Q4 2021$7,422,000
-26.5%
11,665
-27.8%
6.66%
-21.6%
Q3 2021$10,096,000
+7.6%
16,165
+11.5%
8.49%
+17.5%
Q2 2021$9,386,000
-14.6%
14,500
-22.5%
7.23%
-7.1%
Q1 2021$10,994,000
-1.3%
18,700
+3.9%
7.78%
+19.8%
Q4 2020$11,139,000
-47.9%
18,000
-52.8%
6.50%
-51.1%
Q4 2019$21,361,000
-17.7%
38,145
-23.5%
13.28%
-12.0%
Q3 2019$25,959,000
+12.1%
49,856
+4.2%
15.09%
+11.3%
Q2 2019$23,153,000
+4.5%
47,856
-1.9%
13.56%
-4.0%
Q1 2019$22,156,000
+11.4%
48,803
-16.6%
14.13%
+15.2%
Q4 2018$19,894,00058,50012.27%
Other shareholders
TRANSDIGM GROUP INC shareholders Q2 2021
NameSharesValueWeighting ↓
Berkshire Partners LLC 3,096,024$485,364,000100.00%
Stockbridge Partners LLC 1,045,233$163,861,00014.07%
RUDMAN ERROL M 82,331$12,907,00010.57%
Matrix Capital Management Company, LP 517,783$81,173,0008.54%
Pennant Capital Management, LLC 2,152,710$337,480,0006.28%
Talara Capital Management, LLC 35,000$5,487,0005.73%
Tiger Eye Capital LLC 56,275$8,822,0005.31%
HOPLITE CAPITAL MANAGEMENT, L.P. 833,208$130,622,0004.56%
White Elm Capital, LLC 232,106$36,387,0004.52%
Newbrook Capital Advisors LP 266,604$41,796,0004.40%
View complete list of TRANSDIGM GROUP INC shareholders