TDG Stock Ownership Activity

TRANSDIGM GROUP INC 13F holders

5 value investing gurus have made changes to the TRANSDIGM GROUP INC (TDG) position according to the gurus' latest SEC quarterly report(s). TDG has been bought (as a new position) by 1 guru(s), the number of TDG shares has been increased by 2, decreased by 2 super investor(s).

Which gurus or hedge funds are buying TDG now?

According to the latest SEC filing(s) TRANSDIGM GROUP INC (TDG) has been bought by 3 gurus: Daniel Loeb - Third Point (new buy), Stephen Mandel - Lone Pine Capital (added shares +85.55%) and Stuart Mclaughlin - Triple Frond Partners (added shares +2.55%).

To see more about who is investing in TRANSDIGM GROUP INC (TDG), please go to the TDG ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (5 results)
Daniel Loeb
Third Point
buy
+25,000
+1.39%
1.39%
Stephen Mandel
Lone Pine Capital
+85.55%
+16,449
+0.15%
0.33%
Stuart Mclaughlin
Triple Frond Partners
+2.55%
+2,650
+0.32%
12.82%
Mark Massey
AltaRock Partners
-6.21%
-60,232
-1.69%
25.54%
C.T. Fitzpatrick
Vulcan Value Partners
-23.44%
-56,392
-1.73%
5.66%
Current price: $1,211.57 4.54% AVG reported price*: $1,158.96
2025 Q4 (4 results)
Stephen Mandel
Lone Pine Capital
buy
+19,228
+0.19%
0.19%
Stuart Mclaughlin
Triple Frond Partners
+82.39%
+46,930
+6.49%
14.36%
Mark Massey
AltaRock Partners
-0.72%
-6,992
-0.18%
25.28%
C.T. Fitzpatrick
Vulcan Value Partners
-3.61%
-9,023
-0.22%
5.77%
Current price: $1,211.57 8.90% AVG reported price*: $1,329.89
2025 Q3 (4 results)
Bryan R. Lawrence
Oakcliff Capital Partners
+13.51%
+2,877
+1.64%
13.75%
C.T. Fitzpatrick
Vulcan Value Partners
+7.79%
+18,048
+0.43%
5.96%
Mark Massey
AltaRock Partners
-0.36%
-3,558
-0.09%
23.53%
Stuart Mclaughlin
Triple Frond Partners
-22.81%
-16,830
-2.42%
8.18%
Current price: $1,211.57 8.07% AVG reported price*: $1,317.96
2025 Q2 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
-7.00%
-17,431
-0.48%
6.36%
Stuart Mclaughlin
Triple Frond Partners
-19.91%
-18,350
-3.15%
12.69%
Nathaniel Simons
Meritage Group
-100.00%
-38,290
-1.45%
0.00%
Current price: $1,211.57 21.31% AVG reported price*: $1,539.73
2025 Q1 (4 results)
Stuart Mclaughlin
Triple Frond Partners
+15.54%
+12,390
+2.32%
17.23%
C.T. Fitzpatrick
Vulcan Value Partners
+5.64%
+13,286
+0.35%
6.47%
Mark Massey
AltaRock Partners
-2.06%
-20,654
-0.57%
27.26%
Nathaniel Simons
Meritage Group
-59.47%
-56,188
-2.14%
0.00%
Current price: $1,211.57 12.42% AVG reported price*: $1,383.38
2024 Q4 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
+20.82%
+40,624
+0.86%
5.00%
Bryan R. Lawrence
Oakcliff Capital Partners
-0.61%
-131
-0.08%
13.80%
Stuart Mclaughlin
Triple Frond Partners
-3.53%
-2,919
-0.48%
13.08%
Mark Massey
AltaRock Partners
-4.55%
-47,660
-1.22%
25.65%
Current price: $1,211.57 4.39% AVG reported price*: $1,267.21
2024 Q3 (4 results)
Stuart Mclaughlin
Triple Frond Partners
+32.83%
+20,434
+3.77%
15.27%
Mark Massey
AltaRock Partners
-2.33%
-25,000
-0.70%
29.46%
C.T. Fitzpatrick
Vulcan Value Partners
-11.54%
-25,454
-0.61%
4.66%
Nathaniel Simons
Meritage Group
-35.36%
-51,688
-1.72%
3.15%
Current price: $1,211.57 15.10% AVG reported price*: $1,427.13
2024 Q2 (4 results)
Nathaniel Simons
Meritage Group
+0.86%
+1,251
+0.04%
4.74%
Mark Massey
AltaRock Partners
-7.19%
-83,134
-2.19%
28.22%
C.T. Fitzpatrick
Vulcan Value Partners
-34.69%
-117,155
-2.12%
3.99%
Stuart Mclaughlin
Triple Frond Partners
-39.39%
-40,443
-6.06%
9.33%
Current price: $1,211.57 5.15% AVG reported price*: $1,277.42
2024 Q1 (5 results)
Mark Massey
AltaRock Partners
-6.56%
-81,224
-2.15%
30.61%
Bryan R. Lawrence
Oakcliff Capital Partners
-11.86%
-2,884
-2.13%
15.81%
C.T. Fitzpatrick
Vulcan Value Partners
-12.81%
-49,639
-0.89%
6.04%
Stuart Mclaughlin
Triple Frond Partners
-14.42%
-17,300
-2.43%
14.39%
Nathaniel Simons
Meritage Group
-49.74%
-143,399
-4.16%
4.20%
Current price: $1,211.57 1.62% AVG reported price*: $1,231.49
2023 Q4 (5 results)
Nathaniel Simons
Meritage Group
+0.48%
+1,374
+0.03%
6.71%
Mark Massey
AltaRock Partners
-5.53%
-72,464
-1.64%
27.93%
Stuart Mclaughlin
Triple Frond Partners
-6.99%
-9,018
-1.09%
14.44%
C.T. Fitzpatrick
Vulcan Value Partners
-10.49%
-45,384
-0.67%
5.75%
Stephen Mandel
Lone Pine Capital
-100.00%
-436,740
-3.19%
0.00%
Current price: $1,211.57 19.79% AVG reported price*: $1,011.44
2023 Q3 (6 results)
Mark Massey
AltaRock Partners
-3.49%
-47,405
-1.00%
27.67%
Nathaniel Simons
Meritage Group
-15.95%
-54,463
-1.26%
6.62%
Bryan R. Lawrence
Oakcliff Capital Partners
-24.97%
-8,090
-4.68%
14.07%
Stephen Mandel
Lone Pine Capital
-25.09%
-146,246
-1.19%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-30.96%
-194,090
-2.49%
5.55%
David Abrams
Abrams Capital Management
-100.00%
-312,747
-9.24%
0.00%
Current price: $1,211.57 43.72% AVG reported price*: $842.99
48 of 230

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.