Walt Disney Co (DIS), NorthStar Asset Management Group Inc (NSAM), AutoZone Inc. (AZO): Tiger Eye Capital’s Top Picks

In TransDigm Group Incorporated (NYSE:TDG), Tiger Eye Capital upped its stake to 243,382 shares in the quarter from the 175,526 shares held earlier. The holding is valued at $47.79 million. TransDigm Group Incorporated (NYSE:TDG) is a designer and supplier of engineered aircraft components, with a market cap of $10.9 billion. The share price of the company has increased by 19.29% during the past year. Aside from Tiger Eye Capital, Stockbridge Partners, managed by Sharlyn C. Heslam, revealed owning 1.34 million shares of the company at the end of the third quarter, while Pennant Capital Management, led by Alan Fournier, held 2.14 million shares as of September 30, 2014.

AutoZone Inc. (NYSE:AZO) represented the fourth largest holding in Tiger Eye’s portfolio, as well as being a new position. The new purchases 76,600 shares have a value of $47.4 million. AutoZone Inc. (NYSE:AZO) is a retailer and distributor of automotive replacement parts and accessories, with a market cap of $19.8 billion. The company’s stock moved up 14.1% over the last year. Other investors that see value in the company include John Tompkins’ Tyvor Capital, which held 23,500 shares as of Sept. 30, 2014, and Iridian Asset Management, led by David Cohen and Harold Levy, which reported holding 259,314 shares of the company as of December 31, 2014.

Zayo Group Holdings Inc (NYSE:ZAYO) is on the fifth spot. Tiger Eye Capital initiated a new position in the company during the fourth quarter, of 1.53 million shares, worth $46.8 million. Zayo Group Holdings Inc (NYSE:ZAYO) is a $6.8 billion provider of bandwidth infrastructure in the United States and Europe. The company gained nearly 30% over the past year.

Disclosure: None