ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

$TDG:NYSE · TRANSDIGM GROUP INC

Sector: space

Conviction from: S&P

TransDigm designs and manufactures proprietary, highly engineered aircraft components for commercial and military aerospace markets, generating significant aftermarket parts revenue.

7 tracked filer(s) hold this · 1 opened, 1 added, 3 trimmed in 31-MAR-2026

Aggregate 13FScore 55 — mean of 7 scored holder(s) · buyers (new/add) avg 42. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Daniel Loeb / Third Point42New buy25,000$28,974,0001.4%
Ancora42Added +3%6,268$7,264,4610.2%
Stockbridge Partners LLC (auto-surfaced)61Holds (flat)434,281$503,314,30812.2%
Linonia Partnership LP (auto-surfaced)52Holds (flat)11,022$12,774,0570.2%
ALTAROCK PARTNERS LP (auto-surfaced)65Trimmed -6%909,168$1,053,689,34525.5%
WINDACRE PARTNERSHIP LLC (auto-surfaced)71Trimmed -10%509,600$590,606,0166.3%
Bridgewater55Trimmed -58%2,323$2,692,2640.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-02-09Lisman Michaeldirector+officer950$1,220,047Form 4

Congressional trades all politician trades →

15 disclosed trade(s) by 3 filer(s).

Trade dateWhoTypeAmount
2026-05-22April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-05-21April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-05-13April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-05-08April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-05-07April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-04-29April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-04-20April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-04-17April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-04-16April McClain Delaney MD06BUY$15,001 - $50,000PTR
2026-04-15April McClain Delaney MD06BUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-25Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-03-16Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-01-30Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2025-12-24Gilbert Cisneros CA31SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

13 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,000,001 - $5,000,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,000,001 - $5,000,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.