Sepio Capital, LP - 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
Sepio Capital, LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q2 2023$735,408
+23.5%
822
+1.7%
0.06%
+9.1%
Q1 2023$595,387
+15.2%
808
-1.6%
0.06%
+22.2%
Q4 2022$516,815
+18.5%
821
-1.1%
0.04%
+4.7%
Q3 2022$436,000
-1.8%
830
+0.2%
0.04%
-4.4%
Q2 2022$444,000
-17.6%
8280.0%0.04%
-4.3%
Q1 2022$539,000
+30.5%
828
+27.6%
0.05%
+51.6%
Q4 2021$413,000
+10.1%
649
+8.2%
0.03%0.0%
Q3 2021$375,000
+3.3%
600
+7.0%
0.03%
+3.3%
Q2 2021$363,000
+19.0%
561
+8.1%
0.03%
+7.1%
Q1 2021$305,000
-83.5%
519
-82.7%
0.03%
-82.5%
Q4 2020$1,852,000
+332.7%
2,992
+232.4%
0.16%
+247.8%
Q3 2020$428,000
-67.1%
900
-69.4%
0.05%
-69.9%
Q2 2020$1,301,000
-72.9%
2,944
-65.6%
0.15%
-66.2%
Q4 2019$4,792,000
+15.3%
8,557
+7.2%
0.45%
+5.6%
Q3 2019$4,157,000
+173.3%
7,984
+153.9%
0.43%
+109.3%
Q2 2019$1,521,000
-46.7%
3,144
-50.0%
0.20%
+2.0%
Q1 2019$2,852,000
+23.0%
6,284
-7.9%
0.20%
+18.9%
Q4 2018$2,319,0006,8200.17%
Other shareholders
TRANSDIGM GROUP INC shareholders Q4 2022
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