PYA Waltman Capital, LLC - TRANSDIGM GROUP INC ownership

TRANSDIGM GROUP INC's ticker is TDG and the CUSIP is 893641100. A total of 764 filers reported holding TRANSDIGM GROUP INC in Q3 2023. The put-call ratio across all filers is 1.76 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
PYA Waltman Capital, LLC ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q3 2023$12,949,744
-1.9%
15,359
+0.7%
5.48%
-3.5%
Q2 2023$13,194,971
+6.2%
15,254
-9.5%
5.68%
-7.8%
Q1 2023$12,420,117
+7.9%
16,851
-7.8%
6.17%
+2.0%
Q4 2022$11,513,225
+22.6%
18,285
+2.2%
6.04%
+9.5%
Q3 2022$9,394,000
-2.9%
17,899
-0.7%
5.52%
+2.3%
Q2 2022$9,674,000
-11.8%
18,027
+7.1%
5.40%
-0.1%
Q1 2022$10,967,000
+3.3%
16,833
+0.9%
5.40%
-1.3%
Q4 2021$10,613,000
+4.3%
16,680
+2.4%
5.47%
-0.8%
Q3 2021$10,174,000
+0.5%
16,289
+4.1%
5.52%
+4.6%
Q2 2021$10,124,000
+12.7%
15,640
+2.4%
5.27%
+3.5%
Q1 2021$8,982,000
-2.3%
15,277
+2.8%
5.10%
-7.0%
Q4 2020$9,195,000
+27.2%
14,859
-2.3%
5.48%
+7.6%
Q3 2020$7,227,000
+1.5%
15,211
-5.5%
5.09%
-13.2%
Q2 2020$7,118,000
+44.6%
16,102
+4.7%
5.86%
+12.4%
Q1 2020$4,922,000
-42.7%
15,373
+0.3%
5.21%
-32.3%
Q4 2019$8,583,00015,3287.70%
Other shareholders
TRANSDIGM GROUP INC shareholders Q3 2023
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