TransDigm's (TDG) Earnings Soared, So Why Did The Stock Sink?
TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Soroban Capital Partners Eric W. Mandelblatt | 898,197 | $1,196,434,332 | +5% | 2.5% |
| 2. | AltaRock Partners Mark Massey | 875,755 | $1,166,540,690 | -4% | 27.51% |
| 3. | Windacre Partnership Snehal Amin | 684,100 | $911,248,564 | +35% | 9.01% |
| 4. | Stockbridge Partners Sharlyn C. Heslam | 434,281 | $578,479,663 | 12.17% | |
| 5. | Select Equity Group Robert Joseph Caruso | 353,230 | $470,516,489 | +637% | 2.33% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,285.00 | 1 | $1,285.00 | 366,142 | 2026-02-25 | Filing | |
| $1,284.26 | 950 | $1,220,047.76 | 3,259 | 2026-02-06 | Filing | |
| $1,344.76 | 104 | $139,855.07 | 1,954 | 2025-11-14 | Filing | |
| $1,342.93 | 384 | $515,686.46 | 1,850 | 2025-11-14 | Filing | |
| $1,341.49 | 521 | $698,916.50 | 1,466 | 2025-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,241.14 | 190 | $235,816.39 | 21,548 | 2026-08-18 | Filing | |
| $1,240.42 | 1,313 | $1,628,673.69 | 21,738 | 2026-08-18 | Filing | |
| $1,239.17 | 3,980 | $4,931,914.91 | 23,051 | 2026-08-18 | Filing | |
| $1,238.08 | 520 | $643,802.80 | 27,031 | 2026-08-18 | Filing | |
| $1,236.89 | 250 | $309,223.70 | 27,551 | 2026-08-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,062,682 | $6,743,529,491 | 1.39% | |
| 2. | 4,871,505 | $6,489,038,774 | 0.1% | |
| 3. | 4,274,109 | $5,693,274,985 | 0.67% | |
| 4. | 3,653,511 | $4,866,622,793 | 0.1% | |
| 5. | 3,119,490 | $4,155,104,974 | 0.58% |