TransDigm Group (TDG) Fell Despite Strong Earnings Report
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 11 | $12,749 | 0.01% | |
| 2. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $1,231.34 | 108 | $132,984.88 | 21,548 | 2026-03-18 | Filing | |
| $1,229.51 | 521 | $640,572.78 | 21,656 | 2026-03-18 | Filing | |
| $1,228.44 | 120 | $147,412.32 | 22,177 | 2026-03-18 | Filing | |
| $1,226.44 | 38 | $46,604.72 | 22,297 | 2026-03-18 | Filing | |
| $1,225.10 | 70 | $85,756.80 | 22,335 | 2026-03-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,757 | $24,056,533 | 0.95% | |
| 2. | 15,380 | $17,824,805 | 0.12% | |
| 3. | 9,268 | $10,741,161 | 0.18% | |
| 4. | 6,949 | $8,055,671 | 0.13% | |
| 5. | 6,070 | $7,032,924 | 7.46% |