Skip to main content

TDG - TRANSDIGM GROUP INC

This page shows which of the focused investors we track hold TDG and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2025 it was held by 4 managers with an aggregate reported value of $1.72B, which is 0.15% of the combined portfolio.

As of Q3 2025, 4 tracked institutional managers held TDG (TRANSDIGM GROUP INC) with an aggregate reported value of $1.72B0.15% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades TDG sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q3 2025
Ticker
TDG

13F data is delayed and excludes shorts/non-13F assets.

Holders

1AltaRock Partners - AltaRock Partners23.53%Reduce -0.4%976,392$1.29B
2Vulcan Value Partners - Vulcan Value Partners5.96%Add +7.8%249,643$328.98M
3Triple Frond Partners - Triple Frond Partners8.18%Reduce -22.8%56,964$75.08M
4Bryan Lawrence - Oakcliff Capital13.75%Add +13.5%24,170$31.86M
Loading holder history for TDG