Yarra Square Partners LP - 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
Yarra Square Partners LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$4,376,688
-5.7%
5,1910.0%4.27%
-11.0%
Q2 2023$4,641,637
+21.3%
5,1910.0%4.80%
+2.1%
Q1 2023$3,826,027
+17.1%
5,1910.0%4.70%
-8.2%
Q4 2022$3,268,513
+41.2%
5,191
+17.7%
5.12%
+42.5%
Q3 2022$2,315,000
-15.9%
4,411
-14.0%
3.59%
+3.6%
Q2 2022$2,754,000
-17.6%
5,1310.0%3.47%
+1.9%
Q1 2022$3,343,000
-23.1%
5,131
-24.9%
3.40%
-25.6%
Q4 2021$4,346,000
+1.9%
6,8310.0%4.57%
+10.9%
Q3 2021$4,266,000
-3.5%
6,8310.0%4.12%
+1067.4%
Q2 2021$4,422,000
-27.0%
6,831
-33.7%
0.35%
-92.9%
Q1 2021$6,056,000
-5.0%
10,3010.0%4.94%
-10.0%
Q4 2020$6,375,00010,3015.49%
Other shareholders
TRANSDIGM GROUP INC shareholders Q4 2020
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