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TDG TransDigm

Industrials, filed as TRANSDIGM GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 8 Owners
  • #148
  • Max 27.5%
  • Master 0.18%
  • $3B
  • 1 add 3 reduce 2 small

In 2026 Q2 Dan Loeb added to TransDigm, while Altarock Partners, Vulcan Value Partners, and Stephen Mandel trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns TDG

Sorted by value, long equity only, as of 2026 Q2.

History
Eric Mandelblatt, Soroban Capital Partners 2.5%, was 1.9% Small add +4.9% 898,197 $1.2B History
Altarock Partners 27.5% Reduce −3.7% 875,755 $1.2B History
Vulcan Value Partners 6.9% Reduce −7.5% 170,429 $227M History
Triple Frond Partners 12.7% Hold 106,544 $142M History
Dan Loeb, Third Point 2.3%, was 1.4% Add +216.0% 79,000 $105M History
Ron Baron, Bamco Inc. (Baron Capital) 0.16%, was 0.28% Small trim −0.2% 78,501 $105M History
Stephen Mandel, Lone Pine Capital 0.23%, was 0.33% Reduce −20.0% 28,532 $38M History
Bryan Lawrence, Oakcliff Capital Partners 12.0% Hold 24,170 $32M History

8 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TDG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TDG insider trades
  • $3.8M bought by 2 insiders
  • $173M sold by 3 insiders outside a trading plan
  • $320M sold by 4 insiders under 10b5-1 plans
  1. Joel Reiss COO
    Planned sale
    $4.6M 4,100 shares at $1,128.04 53% of stake
    Traded Oct 15 Filed Oct 16
    ↗
  2. Joel Reiss COO
    Planned sale
    $4.3M 3,900 shares at $1,094.58 52% of stake
    Traded Sep 15 Filed Sep 16
    ↗
  3. W Nicholas Howley Director
    Planned sale
    $12.5M 10,132 shares at $1,236.28 32% of stake
    Traded Aug 18 Filed Aug 19
    ↗
  4. Joel Reiss COO
    Planned sale
    $4.8M 3,900 shares at $1,238.76 52% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  5. W Nicholas Howley Director
    Planned sale
    $12.3M 10,132 shares at $1,216.08 32% of stake
    Traded Jul 20 Filed Jul 21
    ↗
  6. Joel Reiss COO
    Planned sale
    $510K 414 shares at $1,231.11 10% of stake
    Traded Jul 15 Filed Jul 17
    ↗
  7. Joel Reiss COO
    Planned sale
    $4.2M 3,486 shares at $1,216.21 47% of stake
    Traded Jul 15 Filed Jul 17
    ↗
  8. W Nicholas Howley Director
    Sale
    $13.4M 10,132 shares at $1,319.55 32% of stake
    Traded Jun 18 Filed Jun 22
    ↗
  9. Joel Reiss COO
    Sale
    $5M 3,900 shares at $1,276.78 52% of stake
    Traded Jun 15 Filed Jun 16
    ↗
  10. W Nicholas Howley Director
    Planned sale
    $12M 10,132 shares at $1,180.82 32% of stake
    Traded May 18 Filed May 19
    ↗
  11. Joel Reiss COO
    Planned sale
    $4.5M 3,900 shares at $1,154.09 52% of stake
    Traded May 15 Filed May 18
    ↗
  12. W Nicholas Howley Director
    Planned sale
    $12.8M 10,132 shares at $1,265.06 32% of stake
    Traded Apr 20 Filed Apr 21
    ↗
  13. Joel Reiss COO
    Planned sale
    $5M 3,900 shares at $1,280.46 52% of stake
    Traded Apr 15 Filed Apr 16
    ↗

Also filed in the last 12 months, not counted as buying or selling: 44 option exercises, 18 stock grants, 2 other transactions, and 1 gift.

Congress

8 members of Congress traded TDG in the last three years: 20 buys and 11 sales. 6 members listed it in 2025 annual reports.

All Congress trades
  1. April McClain Delaney D-MD-6Child Sell $100K–$250K Aug 25 filed Sep 9
  2. April McClain Delaney D-MD-6Child Buy $1K–$15K Jul 28 filed Aug 3
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. April McClain Delaney D-MD-6Child Buy $1K–$15K May 22 filed Jun 5
  5. April McClain Delaney D-MD-6Child Buy $1K–$15K May 21 filed Jun 5
  6. April McClain Delaney D-MD-6Child Buy $1K–$15K May 13 filed Jun 5

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01 Filing Doc
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
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.