TransDigm Group Inc. (TDG)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:3
Ownership rank:204
% of all portfolios:0.665%
Hold Price * :$1267.28
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q4  2024
≡ AltaRock Partners Reduce 4.55% 47,660 1.22
≡ Triple Frond Partners Reduce 3.53% 2,919 0.48
≡ Bryan Lawrence - Oakcliff Capital Reduce 0.61% 131 0.08
Q3  2024
≡ Triple Frond Partners Add 32.83% 20,434 3.77
≡ AltaRock Partners Reduce 2.33% 25,000 0.70
Q2  2024
≡ Triple Frond Partners Reduce 39.39% 40,443 6.06
≡ AltaRock Partners Reduce 7.19% 83,134 2.19
≡ Lee Ainslie - Maverick Capital Sell 100.00% 386 0.01
Q1  2024
≡ Lee Ainslie - Maverick Capital Buy 386 0.01
≡ Triple Frond Partners Reduce 14.42% 17,300 2.42
≡ Bryan Lawrence - Oakcliff Capital Reduce 11.86% 2,884 2.13
≡ AltaRock Partners Reduce 6.56% 81,224 2.15
Q4  2023
≡ Triple Frond Partners Reduce 6.99% 9,018 1.09
≡ AltaRock Partners Reduce 5.53% 72,464 1.64
≡ Lee Ainslie - Maverick Capital Sell 100.00% 326 0.01
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 436,740 3.55
Q3  2023
≡ Lee Ainslie - Maverick Capital Reduce 41.16% 228 0.01
≡ Stephen Mandel - Lone Pine Capital Reduce 25.09% 146,246 1.19
≡ Bryan Lawrence - Oakcliff Capital Reduce 24.97% 8,090 4.68
≡ AltaRock Partners Reduce 3.49% 47,405 1.00
≡ David Abrams - Abrams Capital Management Sell 100.00% 312,747 8.04
Q2  2023
≡ Lee Ainslie - Maverick Capital Reduce 65.63% 1,058 0.02
≡ Stephen Mandel - Lone Pine Capital Reduce 16.58% 115,862 0.95
≡ David Abrams - Abrams Capital Management Reduce 14.59% 53,440 1.37
≡ Bryan Lawrence - Oakcliff Capital Reduce 12.90% 4,800 2.86
≡ AltaRock Partners Reduce 1.85% 25,633 0.55
Q1  2023
≡ Lee Ainslie - Maverick Capital Add 211.80% 1,095 0.02
≡ Bryan Lawrence - Oakcliff Capital Reduce 28.05% 14,500 7.45
≡ Triple Frond Partners Reduce 11.82% 17,291 1.86
≡ Stephen Mandel - Lone Pine Capital Reduce 9.91% 76,842 0.52
≡ AltaRock Partners Reduce 1.89% 26,600 0.54
Q4  2022
≡ Stephen Mandel - Lone Pine Capital Add 5.18% 38,167 0.23
≡ Lee Ainslie - Maverick Capital Buy 517 0.01
≡ David Abrams - Abrams Capital Management Reduce 32.10% 173,118 3.89
≡ Bryan Lawrence - Oakcliff Capital Reduce 7.18% 4,000 1.88
≡ AltaRock Partners Reduce 6.17% 92,655 1.83
Q3  2022
≡ AltaRock Partners Add 3.00% 43,700 0.75
≡ Stephen Mandel - Lone Pine Capital Buy 737,523 3.65
≡ Triple Frond Partners Reduce 0.07% 109 0.01
Q2  2022
≡ AltaRock Partners Add 2.63% 37,400 0.62
≡ Daniel Loeb - Third Point Sell 100.00% 160,000 1.36
Q1  2022
≡ AltaRock Partners Add 5.20% 70,225 1.17
≡ Daniel Loeb - Third Point Reduce 51.05% 166,878 1.42
Q4  2021
≡ AltaRock Partners Add 1.88% 24,872 0.42
≡ Triple Frond Partners Add 14.02% 18,006 1.29
≡ Daniel Loeb - Third Point Reduce 27.36% 123,122 0.55
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 784,342 1.65
≡ Chase Coleman - Tiger Global Management Sell 100.00% 1,757,245 2.11
Q3  2021
≡ AltaRock Partners Add 5.57% 70,000 1.18
≡ Stephen Mandel - Lone Pine Capital Add 9.32% 66,879 0.14
Q2  2021
≡ Triple Frond Partners Add 12.36% 14,120 0.99
≡ AltaRock Partners Add 31.87% 303,619 5.44
≡ Stephen Mandel - Lone Pine Capital Buy 717,463 1.50
≡ Daniel Loeb - Third Point Reduce 7.22% 35,000 0.13
Q1  2021
≡ AltaRock Partners Reduce 7.11% 72,962 1.63
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,021 0.01
Q4  2020
≡ Daniel Loeb - Third Point Add 11.49% 50,000 0.24
≡ Lee Ainslie - Maverick Capital Buy 1,021 0.01
≡ Triple Frond Partners Reduce 39.94% 76,000 5.74
≡ AltaRock Partners Reduce 16.28% 199,436 5.17
≡ Bryan Lawrence - Oakcliff Capital Reduce 5.39% 3,175 0.78
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 754,410 1.54
Q3  2020
≡ AltaRock Partners Add 2.74% 32,629 0.73
≡ Daniel Loeb - Third Point Buy 435,000 2.08
≡ Stephen Mandel - Lone Pine Capital Reduce 56.91% 996,298 2.03
≡ Triple Frond Partners Reduce 16.57% 37,800 1.52
≡ Lee Ainslie - Maverick Capital Sell 100.00% 60 0.00
Q2  2020
≡ AltaRock Partners Add 18.04% 182,265 4.13
≡ Stephen Mandel - Lone Pine Capital Add 125.62% 974,755 2.21
≡ Lee Ainslie - Maverick Capital Buy 60 0.00
≡ Triple Frond Partners Reduce 18.55% 51,926 2.21
Q1  2020
≡ Triple Frond Partners Add 5.66% 15,000 0.54
≡ Bryan Lawrence - Oakcliff Capital Add 71.78% 24,600 5.51
≡ AltaRock Partners Add 72.68% 425,143 8.65
≡ David Abrams - Abrams Capital Management Buy 539,305 6.80
≡ Stephen Mandel - Lone Pine Capital Reduce 38.14% 478,475 0.93
≡ Chase Coleman - Tiger Global Management Reduce 14.94% 308,755 0.60
≡ Chris Hohn - TCI Fund Management Sell 100.00% 86,480 0.21
≡ John Armitage - Egerton Capital Sell 100.00% 707,950 2.84
Q4  2019
≡ Triple Frond Partners Add 17.78% 40,000 1.93
≡ Chris Hohn - TCI Fund Management Buy 86,480 0.21
≡ John Armitage - Egerton Capital Reduce 7.36% 56,244 0.23
≡ Stephen Mandel - Lone Pine Capital Reduce 2.31% 29,630 0.09
Q3  2019
≡ Triple Frond Partners Add 6.05% 12,838 0.64
≡ John Armitage - Egerton Capital Add 91.74% 365,631 1.36
≡ Stephen Mandel - Lone Pine Capital Reduce 19.01% 301,446 0.92
≡ AltaRock Partners Reduce 3.47% 21,000 0.95
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 50,000 3.09
Q2  2019
≡ John Armitage - Egerton Capital Buy 398,563 1.41
≡ Bryan Lawrence - Oakcliff Capital Reduce 14.54% 5,833 2.08
≡ AltaRock Partners Reduce 5.69% 36,561 1.53
≡ Stephen Mandel - Lone Pine Capital Reduce 4.56% 75,749 0.23
≡ Lee Ainslie - Maverick Capital Sell 100.00% 15,750 0.09
Q1  2019
≡ Triple Frond Partners Add 7.44% 14,700 0.77
≡ Stephen Mandel - Lone Pine Capital Add 9.11% 138,733 0.37
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 19.05% 8,000 0.49
≡ Lee Ainslie - Maverick Capital Reduce 20.37% 4,030 0.02
Q4  2018
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 40.00% 12,000 0.63
≡ Lee Ainslie - Maverick Capital Reduce 22.58% 5,770 0.03
≡ Stephen Mandel - Lone Pine Capital Reduce 13.65% 240,593 0.55

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.