COM
TDG
TRANSDIGM GROUP INC
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus8.0/100↑ 2Current quarter score · 2026 Q2
Investors holding2
New positions0
Increased1
Decreased1
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Daniel LoebThird Point | 2.27%+0.9 pp | 79,000 | +216.0% | Increased | 2026-08-14 | SEC filing |
| Lone Pine CapitalLone Pine Capital | 0.23%-0.1 pp | 28,532 | -20.0% | Decreased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 2 |
| 2025 Q4 | 1 |
| 2025 Q3 | 0 |
| 2025 Q2 | 0 |
| 2025 Q1 | 0 |
| 2024 Q4 | 0 |
| 2024 Q3 | 0 |
| 2024 Q2 | 0 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 1 |
| 2023 Q2 | 1 |
| 2023 Q1 | 1 |
| 2022 Q4 | 2 |
| 2022 Q3 | 2 |
| 2022 Q2 | 1 |
| 2022 Q1 | 2 |
| 2021 Q4 | 2 |
| 2021 Q3 | 3 |
Inside the Consensus Score
breadth3.8 / 30
conviction0.3 / 20
activity1.5 / 20
trend1.9 / 15
persistence0.5 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Third PointOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 893641100 · COM
Original information table · XML/data
Original information table · XML/data
Third Point · 13F-HR · SEC filing · TXT
Lone Pine Capital · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups