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
2021 Q1 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
+1.77%
+35,401
+0.12%
7.06%
Nathaniel Simons
Meritage Group
-0.02%
-146
-0.00%
7.46%
Mark Massey
AltaRock Partners
-7.11%
-72,962
-1.63%
21.29%
Current price: $1,211.57 106.08% AVG reported price*: $587.92
2020 Q4 (7 results)
Nathaniel Simons
Meritage Group
+31.19%
+157,374
+1.91%
8.02%
Daniel Loeb
Third Point
+11.49%
+50,000
+0.24%
2.31%
C.T. Fitzpatrick
Vulcan Value Partners
+7.08%
+132,060
+0.53%
8.00%
Bryan R. Lawrence
Oakcliff Capital Partners
-5.39%
-3,175
-0.78%
13.68%
Mark Massey
AltaRock Partners
-16.28%
-199,436
-5.17%
26.60%
Stuart Mclaughlin
Triple Frond Partners
-39.94%
-76,000
-5.74%
8.63%
Stephen Mandel
Lone Pine Capital
-100.00%
-754,410
-1.30%
0.00%
Current price: $1,211.57 95.78% AVG reported price*: $618.85
2020 Q3 (6 results)
Daniel Loeb
Third Point
buy
+435,000
+2.08%
2.08%
C.T. Fitzpatrick
Vulcan Value Partners
+80.04%
+829,729
+3.07%
6.90%
Mark Massey
AltaRock Partners
+2.74%
+32,629
+0.73%
27.45%
Nathaniel Simons
Meritage Group
+0.06%
+306
+0.00%
4.56%
Stuart Mclaughlin
Triple Frond Partners
-16.57%
-37,800
-1.52%
7.67%
Stephen Mandel
Lone Pine Capital
-56.91%
-996,298
-2.03%
0.00%
Current price: $1,211.57 155.00% AVG reported price*: $475.12
2020 Q2 (5 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+1,036,705
+3.61%
3.61%
Stephen Mandel
Lone Pine Capital
+125.62%
+974,755
+2.21%
3.97%
Mark Massey
AltaRock Partners
+18.04%
+182,265
+4.13%
27.02%
Nathaniel Simons
Meritage Group
+0.85%
+4,272
+0.04%
4.71%
Stuart Mclaughlin
Triple Frond Partners
-18.55%
-51,926
-2.21%
9.72%
Current price: $1,211.57 174.08% AVG reported price*: $442.05
2020 Q1 (9 results)
David Abrams
Abrams Capital Management
buy
+539,305
+6.80%
6.80%
Mark Massey
AltaRock Partners
+72.68%
+425,143
+8.64%
20.54%
Bryan R. Lawrence
Oakcliff Capital Partners
+71.78%
+24,600
+5.51%
13.19%
Stuart Mclaughlin
Triple Frond Partners
+5.66%
+15,000
+0.54%
9.99%
Chase Coleman III
Tiger Global Management
-14.94%
-308,755
-0.60%
3.39%
Nathaniel Simons
Meritage Group
-19.37%
-120,122
-1.05%
4.35%
Stephen Mandel
Lone Pine Capital
-38.14%
-478,475
-0.93%
1.51%
Chris Hohn
TCI Fund Management
-100.00%
-86,480
-0.23%
0.00%
John Armitage
Egerton Capital
-100.00%
-707,950
-4.10%
0.00%
Current price: $1,211.57 278.39% AVG reported price*: $320.19
2019 Q4 (5 results)
Chris Hohn
TCI Fund Management
buy
+86,480
+0.21%
0.00%
Stuart Mclaughlin
Triple Frond Partners
+17.78%
+40,000
+1.93%
12.77%
Stephen Mandel
Lone Pine Capital
-2.31%
-29,630
-0.09%
3.76%
John Armitage
Egerton Capital
-7.36%
-56,244
-0.23%
0.00%
Nathaniel Simons
Meritage Group
-9.30%
-63,615
-0.73%
7.10%
Current price: $1,211.57 116.35% AVG reported price*: $560.00
2019 Q3 (5 results)
John Armitage
Egerton Capital
+91.74%
+365,631
+1.36%
2.85%
Stuart Mclaughlin
Triple Frond Partners
+6.05%
+12,838
+0.64%
11.22%
Nathaniel Simons
Meritage Group
+0.93%
+6,333
+0.07%
7.73%
Mark Massey
AltaRock Partners
-3.47%
-21,000
-0.95%
26.39%
Stephen Mandel
Lone Pine Capital
-19.01%
-301,446
-0.92%
3.93%
Current price: $1,211.57 132.69% AVG reported price*: $520.67
2019 Q2 (4 results)
John Armitage
Egerton Capital
buy
+398,563
+1.41%
1.41%
Stephen Mandel
Lone Pine Capital
-4.56%
-75,749
-0.23%
4.77%
Mark Massey
AltaRock Partners
-5.69%
-36,561
-1.53%
25.29%
Bryan R. Lawrence
Oakcliff Capital Partners
-14.54%
-5,833
-2.08%
12.22%
Current price: $1,211.57 150.43% AVG reported price*: $483.80
2019 Q1 (4 results)
Stephen Mandel
Lone Pine Capital
+9.11%
+138,733
+0.37%
4.41%
Stuart Mclaughlin
Triple Frond Partners
+7.44%
+14,700
+0.77%
11.13%
Nathaniel Simons
Meritage Group
+0.33%
+2,211
+0.02%
6.57%
Bryan R. Lawrence
Oakcliff Capital Partners
-18.33%
-9,000
-2.97%
13.22%
Current price: $1,211.57 166.87% AVG reported price*: $453.99
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.