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
2023 Q2 (6 results)
Nathaniel Simons
Meritage Group
-1.28%
-4,443
-0.11%
8.50%
Mark Massey
AltaRock Partners
-1.85%
-25,633
-0.55%
29.15%
C.T. Fitzpatrick
Vulcan Value Partners
-9.31%
-64,327
-0.72%
7.04%
Bryan R. Lawrence
Oakcliff Capital Partners
-12.90%
-4,800
-2.86%
19.30%
David Abrams
Abrams Capital Management
-14.59%
-53,440
-1.37%
0.00%
Stephen Mandel
Lone Pine Capital
-16.58%
-115,862
-0.95%
4.78%
Current price: $1,211.57 35.49% AVG reported price*: $894.18
2023 Q1 (6 results)
Mark Massey
AltaRock Partners
-1.89%
-26,600
-0.54%
27.92%
Stephen Mandel
Lone Pine Capital
-9.91%
-76,842
-0.52%
4.77%
Stuart Mclaughlin
Triple Frond Partners
-11.82%
-17,291
-1.86%
13.87%
C.T. Fitzpatrick
Vulcan Value Partners
-17.26%
-144,179
-1.35%
6.45%
Bryan R. Lawrence
Oakcliff Capital Partners
-28.05%
-14,500
-7.45%
19.10%
Nathaniel Simons
Meritage Group
-38.68%
-218,137
-4.86%
7.71%
Current price: $1,211.57 64.37% AVG reported price*: $737.11
2022 Q4 (6 results)
Stephen Mandel
Lone Pine Capital
+5.18%
+38,167
+0.23%
4.66%
Nathaniel Simons
Meritage Group
-1.81%
-10,416
-0.23%
12.25%
Mark Massey
AltaRock Partners
-6.17%
-92,655
-1.83%
27.90%
Bryan R. Lawrence
Oakcliff Capital Partners
-7.18%
-4,000
-1.88%
24.28%
C.T. Fitzpatrick
Vulcan Value Partners
-18.03%
-183,712
-1.55%
7.06%
David Abrams
Abrams Capital Management
-32.10%
-173,118
-3.89%
8.22%
Current price: $1,211.57 92.43% AVG reported price*: $629.62
2022 Q3 (5 results)
Stephen Mandel
Lone Pine Capital
buy
+737,523
+3.65%
3.65%
Mark Massey
AltaRock Partners
+3.00%
+43,700
+0.75%
25.81%
Nathaniel Simons
Meritage Group
+0.70%
+4,006
+0.07%
10.72%
Stuart Mclaughlin
Triple Frond Partners
-0.07%
-109
-0.01%
13.52%
C.T. Fitzpatrick
Vulcan Value Partners
-17.16%
-211,116
-1.30%
6.26%
Current price: $1,211.57 130.85% AVG reported price*: $524.82
2022 Q2 (4 results)
Mark Massey
AltaRock Partners
+2.63%
+37,400
+0.62%
24.16%
Nathaniel Simons
Meritage Group
-7.57%
-46,729
-0.72%
8.84%
C.T. Fitzpatrick
Vulcan Value Partners
-39.25%
-794,718
-4.17%
6.46%
Daniel Loeb
Third Point
-100.00%
-160,000
-2.47%
0.00%
Current price: $1,211.57 125.76% AVG reported price*: $536.67
2022 Q1 (4 results)
Mark Massey
AltaRock Partners
+5.20%
+70,225
+1.17%
23.61%
Nathaniel Simons
Meritage Group
-6.09%
-39,995
-0.56%
8.62%
C.T. Fitzpatrick
Vulcan Value Partners
-8.93%
-198,590
-0.79%
8.10%
Daniel Loeb
Third Point
-51.05%
-166,878
-1.42%
0.00%
Current price: $1,211.57 85.95% AVG reported price*: $651.54
2021 Q4 (8 results)
Stuart Mclaughlin
Triple Frond Partners
+14.02%
+18,006
+1.29%
10.50%
C.T. Fitzpatrick
Vulcan Value Partners
+8.80%
+179,787
+0.58%
7.23%
Mark Massey
AltaRock Partners
+1.88%
+24,872
+0.42%
22.66%
Nathaniel Simons
Meritage Group
+0.32%
+2,101
+0.03%
8.33%
Daniel Loeb
Third Point
-27.36%
-123,122
-0.55%
1.45%
Stephen Mandel
Lone Pine Capital
-100.00%
-784,342
-2.01%
0.00%
Chase Coleman III
Tiger Global Management
-100.00%
-1,757,245
-2.39%
0.00%
Paul Lountzis
Lountzis Asset Management
-100.00%
-3
-0.00%
0.00%
Current price: $1,211.57 90.41% AVG reported price*: $636.28
2021 Q3 (5 results)
Paul Lountzis
Lountzis Asset Management
buy
+3
+0.00%
0.00%
Stephen Mandel
Lone Pine Capital
+9.32%
+66,879
+0.14%
0.00%
Mark Massey
AltaRock Partners
+5.57%
+70,000
+1.18%
22.34%
C.T. Fitzpatrick
Vulcan Value Partners
+3.58%
+70,579
+0.24%
6.86%
Nathaniel Simons
Meritage Group
-1.68%
-11,217
-0.14%
8.06%
Current price: $1,211.57 93.98% AVG reported price*: $624.57
2021 Q2 (6 results)
Stephen Mandel
Lone Pine Capital
buy
+717,463
+1.47%
1.47%
Mark Massey
AltaRock Partners
+31.87%
+303,619
+5.44%
22.51%
Stuart Mclaughlin
Triple Frond Partners
+12.36%
+14,120
+0.99%
9.01%
Nathaniel Simons
Meritage Group
+0.67%
+4,444
+0.05%
8.09%
C.T. Fitzpatrick
Vulcan Value Partners
-2.99%
-60,781
-0.21%
6.93%
Daniel Loeb
Third Point
-7.22%
-35,000
-0.13%
1.71%
Current price: $1,211.57 87.18% AVG reported price*: $647.29
50 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.