Top 5 Stock Picks of Alexander Captain’s Cat Rock Capital

4. TransDigm Group Incorporated (NYSE:TDG)

Cat Rock Capital’s Stake Value: $75,789,000
Percentage of Cat Rock Capital’s 13F Portfolio: 7.87%
Number of Hedge Fund Holders: 64

TransDigm Group Incorporated (NYSE:TDG) manufactures engineered aircraft systems, subsystems, and components. In the first quarter of 2022, Alexander Captain’s Cat Rock Capital reported owning 116,323 TransDigm Group Incorporated (NYSE:TDG) shares worth over $75.79 million, representing 7.87% of the total 13F holdings.

According to Insider Monkey’s data, 64 out of the 912 hedge funds held stakes in TransDigm Group Incorporated (NYSE:TDG) in the first quarter of 2022, worth $5.59 billion, compared to the same number of funds in the previous quarter, holding stakes in the company valued at $6.35 billion.

Here is what Vulcan Value Partners has to say about TransDigm Group Incorporated (NYSE:TDG) in its Q1 2022 investor letter:

 “TransDigm Group Inc., another material contributor during the quarter, is an aerospace manufacturer providing highly engineered, niche components for use on commercial and military aircraft. The vast majority of the company’s profits come from aftermarket sales. Its business was impacted by the global pandemic; however, the company has been able to maintain margins despite strong revenue headwinds, and it continues to generate strong free cash flow.”