Follow-The-Filings

Security · featured owners

TDG Transdigm Group Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #149
  • Max 27.5%
  • Master 0.18%
  • $3B
  • 2 add 4 reduce

TDG (Transdigm Group Inc.) is held in 8 featured 13F books as of 2026 Q2. Altarock Partners is the largest tracked holder by portfolio weight (27.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 27.5% (Altarock Partners) · not free-float ownership

  1. Altarock Partners reduce 27.5%
  2. Triple Frond Partners 12.7%
  3. Bryan Lawrence 12.0%
  4. Vulcan Value Partners reduce 6.9%
  5. Eric Mandelblatt add 2.5%
  6. Dan Loeb add 2.3%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 2.5% Add +4.9% 898,197 $1.2B history
Altarock Partners 2026 Q2 27.5% Reduce −3.7% 875,755 $1.2B history
Vulcan Value Partners 2026 Q2 6.9% Reduce −7.5% 170,429 $227M history
Triple Frond Partners 2026 Q2 12.7% Hold 106,544 $142M history
Dan Loeb - Third Point 2026 Q2 2.3% Add +216.0% 79,000 $105M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.16% Reduce −0.2% 78,501 $105M history
Stephen Mandel - Lone Pine Capital 2026 Q2 0.23% Reduce −20.0% 28,532 $38M history
Bryan Lawrence - Oakcliff Capital Partners 2026 Q2 12.0% Hold 24,170 $32M history

8 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 15 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01 Filing Doc
8-K 7.01 Filing Doc
8-K 7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 7.01 Filing Doc
8-K 2.02,7.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4/A Period Jul 15, 2026 Filing Doc
4 Period Jul 15, 2026 · 2 forms Filing Doc
4/A Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 · 3 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 15, 2026 Filing Doc
4 Period Apr 20, 2026 Filing Doc
4 Period Apr 15, 2026 Filing Doc
4 Period Mar 20, 2026 · 8 forms Filing Doc
4 Period Mar 18, 2026 Filing Doc
4 Period Mar 16, 2026 Filing Doc

Updated about 13 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.58B $7.94B —
Gross profit $3.84B $4.67B $5.31B
Gross margin * 58.3% 58.8% —
Net income $1.3B $1.71B $2.07B
Net margin * 19.7% 21.6% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.74B $10.03B $7.01B
Total non-current assets * $13.23B $15.56B $15.9B
Total assets $19.97B $25.59B $22.91B
Total current liabilities $1.58B $6.34B $2.18B
Total non-current liabilities * $20.37B $25.53B $30.41B
Total equity -$1.98B -$6.29B -$9.69B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.38B $2.04B $2.04B
Cash from investing -$0.9B -$2.44B -$0.595B
Cash from financing -$0.016B $3.17B -$4.9B
Net change in cash $0.471B $2.79B -$3.45B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders