Noble Path Asset Management 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
Noble Path Asset Management LP ownership history of TRANSDIGM GROUP INC
ValueSharesWeighting
Q1 2023$3,583,537
-56.4%
4,862
-62.7%
24.49%
+144.4%
Q4 2022$8,216,933
+6.9%
13,050
-10.9%
10.02%
+10.5%
Q3 2022$7,689,000
-7.4%
14,650
-5.3%
9.07%
+2.3%
Q2 2022$8,299,000
-12.4%
15,463
+6.4%
8.87%
+2.1%
Q1 2022$9,472,000
+8.8%
14,538
+6.2%
8.69%
+2.9%
Q4 2021$8,709,00013,6888.45%
Other shareholders
TRANSDIGM GROUP INC shareholders Q2 2022
NameSharesValueWeighting ↓
Berkshire Partners LLC 1,810,902$555,838,00059.33%
CAT ROCK CAPITAL MANAGEMENT LP 289,145$88,750,00033.05%
WINDACRE PARTNERSHIP LLC 817,200$250,831,00028.83%
Stockbridge Partners LLC 1,802,838$553,363,00023.92%
Altarock Partners 534,431$164,038,00018.77%
Aravt Global 448,000$137,509,00014.18%
RUDMAN ERROL M 91,926$28,216,00013.54%
Tesuji Partners 749,664$230,102,00013.48%
Oakcliff Capital Partners, LP 49,106$15,072,00012.90%
CLEARFIELD CAPITAL MANAGEMENT LP 138,505$42,513,00011.02%
View complete list of TRANSDIGM GROUP INC shareholders