TRANSDIGM GROUP INC

TDG stock holders 13F

5 superinvestors reported owning TDG (Common Stock) according to the gurus' 2023 Q4 reports.

Top 5 gurus who own (TDG) TRANSDIGM GROUP INC

The 5 super investors (holders) owning TDG (by the percentage (%) of portfolio) are Mark Massey - AltaRock Partners (27.93%), Bryan R. Lawrence - Oakcliff Capital Partners (15.48%), Stuart Mclaughlin - Triple Frond Partners (14.44%), Nathaniel Simons - Meritage Group (6.71%) and C.T. Fitzpatrick - Vulcan Value Partners (5.75%) as of their 2023 Q4 reports.

To check the latest activities of the top TDG shareholders between value investors, please click on the "Activity" tab.

To see the historical data of TDG's holders please click on the "2023 Q4" dropdown menu and select the date.

# of holders: 5

Period: 2023 Q4

Type: Common Stock

History

% change to
Portfolio

Bryan R. Lawrence

Oakcliff Capital Partners

15.48%

21,755

$1,011.60

$22,008,025

C.T. Fitzpatrick

Vulcan Value Partners

5.75%

387,364

$1,010.96

$391,609,000

-10.49% (-45,384)

-0.67%

Mark Massey

AltaRock Partners

27.93%

860,147

$1,011.60

$870,124,998

-5.53% (-50,362)

-1.64%

Nathaniel Simons

Meritage Group

6.71%

288,314

$1,011.60

$291,658,000

+0.48% (+1,374)

+0.03%

Stuart Mclaughlin

Triple Frond Partners

14.44%

119,982

$1,011.60

$121,374,000

-6.99% (-9,018)

-1.09%

Current price: $1,248.13 23.40% AVG reported hold price*: $1,011.47

Completely sold out

History

Name

Company

Sold
Shares*

% change to
Portfolio

Stephen Mandel

Lone Pine Capital

303,534

-3.19%

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.