TransDigm Group Inc. (TDG)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:3
Ownership rank:218
% of all portfolios:0.723%
Hold Price * :$1011.60
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
AltaRock Partners Reduce 5.53% 72,464 1.64
Triple Frond Partners Reduce 6.99% 9,018 1.09
Stephen Mandel - Lone Pine Capital Sell 100.00% 436,740 3.55
Lee Ainslie - Maverick Capital Sell 100.00% 326 0.01
Q3  2023
AltaRock Partners Reduce 3.49% 47,405 1.00
Bryan Lawrence - Oakcliff Capital Reduce 24.97% 8,090 4.68
Stephen Mandel - Lone Pine Capital Reduce 25.09% 146,246 1.19
Lee Ainslie - Maverick Capital Reduce 41.16% 228 0.01
David Abrams - Abrams Capital Management Sell 100.00% 312,747 8.04
Q2  2023
AltaRock Partners Reduce 1.85% 25,633 0.55
Bryan Lawrence - Oakcliff Capital Reduce 12.90% 4,800 2.86
David Abrams - Abrams Capital Management Reduce 14.59% 53,440 1.37
Stephen Mandel - Lone Pine Capital Reduce 16.58% 115,862 0.95
Lee Ainslie - Maverick Capital Reduce 65.63% 1,058 0.02
Q1  2023
AltaRock Partners Reduce 1.89% 26,600 0.54
Stephen Mandel - Lone Pine Capital Reduce 9.91% 76,842 0.52
Triple Frond Partners Reduce 11.82% 17,291 1.86
Bryan Lawrence - Oakcliff Capital Reduce 28.05% 14,500 7.45
Q4  2022
AltaRock Partners Reduce 6.17% 92,655 1.83
Bryan Lawrence - Oakcliff Capital Reduce 7.18% 4,000 1.88
David Abrams - Abrams Capital Management Reduce 32.10% 173,118 3.89
Q3  2022
Triple Frond Partners Reduce 0.07% 109 0.01
Q2  2022
Daniel Loeb - Third Point Sell 100.00% 160,000 1.36
Q1  2022
Daniel Loeb - Third Point Reduce 51.05% 166,878 1.42
Q4  2021
Daniel Loeb - Third Point Reduce 27.36% 123,122 0.55
Chase Coleman - Tiger Global Management Sell 100.00% 1,757,245 2.11
Stephen Mandel - Lone Pine Capital Sell 100.00% 784,342 1.65
Q2  2021
Daniel Loeb - Third Point Reduce 7.22% 35,000 0.13
Q1  2021
AltaRock Partners Reduce 7.11% 72,962 1.63
Lee Ainslie - Maverick Capital Sell 100.00% 1,021 0.01
Q4  2020
Bryan Lawrence - Oakcliff Capital Reduce 5.39% 3,175 0.78
AltaRock Partners Reduce 16.28% 199,436 5.17
Triple Frond Partners Reduce 39.94% 76,000 5.74
Stephen Mandel - Lone Pine Capital Sell 100.00% 754,410 1.54
Q3  2020
Triple Frond Partners Reduce 16.57% 37,800 1.52
Stephen Mandel - Lone Pine Capital Reduce 56.91% 996,298 2.03
Lee Ainslie - Maverick Capital Sell 100.00% 60 0.00
Q2  2020
Triple Frond Partners Reduce 18.55% 51,926 2.21
Q1  2020
Chase Coleman - Tiger Global Management Reduce 14.94% 308,755 0.60
Stephen Mandel - Lone Pine Capital Reduce 38.14% 478,475 0.93
John Armitage - Egerton Capital Sell 100.00% 707,950 2.84
Chris Hohn - TCI Fund Management Sell 100.00% 86,480 0.21
Q4  2019
Stephen Mandel - Lone Pine Capital Reduce 2.31% 29,630 0.09
John Armitage - Egerton Capital Reduce 7.36% 56,244 0.23
Q3  2019
AltaRock Partners Reduce 3.47% 21,000 0.95
Stephen Mandel - Lone Pine Capital Reduce 19.01% 301,446 0.92
Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 50,000 3.09
Q2  2019
Stephen Mandel - Lone Pine Capital Reduce 4.56% 75,749 0.23
AltaRock Partners Reduce 5.69% 36,561 1.53
Bryan Lawrence - Oakcliff Capital Reduce 14.54% 5,833 2.08
Lee Ainslie - Maverick Capital Sell 100.00% 15,750 0.09
Q1  2019
Lee Ainslie - Maverick Capital Reduce 20.37% 4,030 0.02
Q4  2018
Triple Frond Partners Reduce 4.00% 8,236 0.34
Stephen Mandel - Lone Pine Capital Reduce 13.65% 240,593 0.55
Lee Ainslie - Maverick Capital Reduce 22.58% 5,770 0.03
Q2  2018
Triple Frond Partners Reduce 14.65% 35,300 1.29
Q1  2018
Triple Frond Partners Reduce 38.21% 149,000 5.14
Q4  2017
Triple Frond Partners Reduce 18.75% 90,000 2.80
Q1  2017
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,028,392 2.64
Lee Ainslie - Maverick Capital Sell 100.00% 777,086 2.52
Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 60,000 2.20
Daniel Loeb - Third Point Sell 100.00% 250,000 0.61
Q4  2016
Stephen Mandel - Lone Pine Capital Reduce 9.88% 222,383 0.29
Daniel Loeb - Third Point Reduce 77.90% 881,000 2.15
Q3  2016
Stephen Mandel - Lone Pine Capital Reduce 5.45% 129,645 0.17
Lee Ainslie - Maverick Capital Reduce 9.89% 79,155 0.27
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 20.00% 15,000 0.61
Q2  2016
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.54% 7,000 0.26
Lee Ainslie - Maverick Capital Reduce 19.38% 192,407 0.69
Q1  2016
Stephen Mandel - Lone Pine Capital Reduce 2.46% 53,500 0.06
Lee Ainslie - Maverick Capital Reduce 24.78% 327,061 1.14
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 25.45% 28,000 0.81
Q4  2015
Stephen Mandel - Lone Pine Capital Reduce 1.99% 44,064 0.04
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 18.52% 25,000 0.75
Q2  2015
Lee Ainslie - Maverick Capital Reduce 18.38% 247,834 0.85
Q1  2015
Lee Ainslie - Maverick Capital Reduce 5.87% 84,110 0.30
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 10.00% 15,000 0.36
Q4  2014
Lee Ainslie - Maverick Capital Reduce 7.95% 123,770 0.38
Chuck Akre - Akre Capital Management Sell 100.00% 10,000 0.05
Q3  2014
Lee Ainslie - Maverick Capital Reduce 22.36% 448,200 1.25
Q2  2014
Stephen Mandel - Lone Pine Capital Reduce 5.27% 54,523 0.04
Q1  2014
Stephen Mandel - Lone Pine Capital Reduce 62.66% 1,734,711 1.44
Q1  2013
Stephen Mandel - Lone Pine Capital Reduce 12.29% 358,174 0.29
Q4  2012
Stephen Mandel - Lone Pine Capital Reduce 16.06% 557,708 0.49

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.