2 tracked superinvestors hold TRANSDIGM GROUP INC (TDG), worth $143M combined, led by Daniel Loeb. Smart money is holding TDG as of the latest 13F filings.
Current price
$1162.05
-9.3%
1Y
TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions. The Power & Control division focuses on critical systems, providing solutions such as electromechanical actuators…
Market cap
$65.2B
P/E
37.19
Div yield
7.6%
Revenue YoY
11.2%
Analyst target
$1488
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$143M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding TDG steady this quarter — buys and sells are balanced.
TRANSDIGM GROUP INC (TDG) is held by 2 tracked funds worth $143M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Daniel Loeb at 2.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.3% | $105M | |
| Trimmed | 0.2% | $38M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $102M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| The Fortuna Trust U/T/A Dtd 06/01/2018 | Director | 37,690 | $48M | 2026-08-07 |
| Howley W Nicholas | Officer | 30,396 | $40M | 2026-06-18 |
| Joel Reiss | Officer | 11,700 | $15M | 2026-06-15 |
Which superinvestors own TDG?
2 tracked funds hold TRANSDIGM GROUP INC (TDG), the largest being Daniel Loeb (Third Point) at 2.3% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TDG?
In the most recent 13F quarter, 1 tracked fund added or opened TDG and 1 trimmed it.
How much TDG do tracked funds hold?
Combined disclosed long exposure to TDG across tracked superinvestors is $143M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.