TransDigm Group Incorporated (TDG): A Bull Case Theory
We came across a bullish thesis on TransDigm Group Incorporated on FluentInQuality's Substack. In this article, we will summarize the bull’s thesis on TDG.
Transdigm Group Inc (TDG)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AltaRock Partners Mark Massey | 979,950 | $1,355,555,036 | -3% | 27.26% |
| 2. | Windacre Partnership Snehal Amin | 722,000 | $998,735,380 | -5% | 14.97% |
| 3. | Stockbridge Partners Sharlyn C. Heslam | 578,251 | $799,888,826 | -14% | 17.7% |
| 4. | Alkeon Capital Management Panayotis Takis Sparaggis | 245,611 | $339,751,226 | -1% | 0.71% |
| 5. | Darsana Capital Partners Anand Desai | 200,000 | $276,658,000 | 8.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $883.30 | 1 | $883.30 | 661 | 2023-07-10 | Filing | |
| $692.90 | 1 | $692.90 | 662 | 2023-03-24 | Filing | |
| $684.64 | 10 | $6,846.35 | 662 | 2023-01-24 | Filing | |
| $619.54 | 1 | $619.54 | 653 | 2022-12-23 | Filing | |
| $668.88 | 1 | $668.88 | 652 | 2022-04-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,431.11 | 300 | $429,333.00 | 3,600 | 2025-06-20 | Filing | |
| $1,430.03 | 451 | $644,941.91 | 3,900 | 2025-06-20 | Filing | |
| $1,427.72 | 10 | $14,277.15 | 4,351 | 2025-06-20 | Filing | |
| $1,426.79 | 495 | $706,262.73 | 4,361 | 2025-06-20 | Filing | |
| $1,425.22 | 233 | $332,076.80 | 4,856 | 2025-06-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 77,171 | $117,349,902 | 1.7% | |
| 2. | 969 | $1,473,500 | 0.4% | |
| 3. | 935 | $1,421,807 | 0.16% | |
| 4. | 589 | $895,657 | 0.25% | |
| 5. | 363 | $551,992 | 0.05% |
News See All
TransDigm Group Incorporated (TDG): A Bull Case Theory
We came across a bullish thesis on TransDigm Group Incorporated (TDG) on Summit Stocks’ Substack. In this article, we will summarize the bulls’ thesis on TDG.
TransDigm Group Incorporated (TDG) to Acquire Servotronics, Inc. (SVT) in Newly Announced Merger Deal
TransDigm Group Incorporated (NYSE:TDG) and Servotronics, Inc.
TransDigm Group Incorporated (NYSE:TDG) Q2 2025 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to Q2 2025 TransDigm Group Incorporated Earnings Conference Call. At this time, all participants are in a listen-only mode.
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