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TDG

TransDigm Group

2 managers · $225M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$225M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SandsⓘTrim-4.95%$119M0.44%High-conviction growth / Innovation-led
Third PointⓘAdd+216%$105M2.25%Aggressive value / Event-driven
What managers sayⓘ
2025-04-01Colossus (Invest Like the Best / Business Breakdowns)BearDarren Farber - The Business of Defense - [Invest Like the Best, EP.417]Detail →
2024-02-21Colossus (Invest Like the Best / Business Breakdowns)NeutralHEICO: Parts for Planes - [Business Breakdowns, EP.150]Detail →
2022-10-12Bireme CapitalNeutralStocktober #3: Ziff DavisDetail →
2022-08-24Colossus (Invest Like the Best / Business Breakdowns)NeutralAtlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71]Detail →
2022-08-02Colossus (Invest Like the Best / Business Breakdowns)BullWill Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]Detail →
2022-07-14Colossus (Invest Like the Best / Business Breakdowns)BullTransDigm: Foundations with Nick Howley [50X, EP.1]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 16% · latest net margin 23.5% · FCF consistently positive

Revenue$8.83B
Rev. YoY+11.2%
Gross margin60.1%
Net margin23.5%
Net income$2.07B
Free cash flow$1.82B
Operating cash flow$2.04B
ROE—

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.