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Transdigm Group

TDG

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$1.4bn
Combined value at quarter end
Last quarter
0 bought
2 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$1,332.04
+14.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+11.7%Q3 ’24
-11.2%Q4 ’24
+9.2%Q1 ’25
+9.9%Q2 ’25
-13.3%Q3 ’25
+0.9%Q4 ’25
-12.9%Q1 ’26
+14.9%Q2 ’26
Q3 ’24: +11.7%; Q4 ’24: -11.2%; Q1 ’25: +9.2%; Q2 ’25: +9.9%; Q3 ’25: -13.3%; Q4 ’25: +0.9%; Q1 ’26: -12.9%; Q2 ’26: +14.9%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Transdigm Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Transdigm Group
AltaRock Partners27.5%$1.2bn$1.2bnTrimmed -3.7%47 qtrs
Oakcliff Capital12.0%$32.2m$32.2mUnchanged38 qtrs
Vulcan Value Partners6.9%$227m$227mTrimmed -7.5%25 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Transdigm Group
Bought or soldFiling
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold600$1125.00$675kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold495$1135.00$562kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold438$1135.95$498kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold317$1133.89$359kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold306$1124.00$344kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold305$1127.01$344kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold278$1125.86$313kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold210$1132.30$238kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold150$1129.38$169kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold131$1123.09$147kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold130$1131.33$147kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold120$1127.90$135kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold100$1130.06$113kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold100$1119.01$112kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold100$1114.82$111kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold100$1113.58$111kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold60$1121.58$67kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold60$1117.11$67kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold50$1116.02$56kForm 4
15 Oct 2026Reiss JoelCo-Chief Operating Officer▼ Sold30$1120.30$34kForm 4

About the company

Sector
Industrials · Aircraft Parts & Auxiliary Equipment, Nec
Incorporated in
Delaware
Financial year ends
30 September
Shares outstanding
55m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$1.9bnSep ’13
$2.7bnSep ’15
$3.5bnSep ’17
$5.2bnSep ’19
$4.8bnSep ’21
$6.6bnSep ’23
$8.8bnSep ’25
Sep ’13: $1.9bn; Sep ’14: $2.4bn; Sep ’15: $2.7bn; Sep ’16: $3.2bn; Sep ’17: $3.5bn; Sep ’18: $3.8bn; Sep ’19: $5.2bn; Sep ’20: $5.1bn; Sep ’21: $4.8bn; Sep ’22: $5.4bn; Sep ’23: $6.6bn; Sep ’24: $7.9bn; Sep ’25: $8.8bn
Transdigm Group revenue and net income by year
YearRevenueNet income
Year to Sep 2025$8.8bn$2.1bn
Year to Sep 2024$7.9bn$1.7bn
Year to Sep 2023$6.6bn$1.3bn
Year to Sep 2022$5.4bn$866m
Year to Sep 2021$4.8bn$680m
Year to Sep 2020$5.1bn$699m
Year to Sep 2019$5.2bn$890m
Year to Sep 2018$3.8bn$957m
Year to Sep 2017$3.5bn$597m
Year to Sep 2016$3.2bn$586m
Year to Sep 2015$2.7bn$447m
Year to Sep 2014$2.4bn$307m
Year to Sep 2013$1.9bn$303m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Transdigm Group, from their latest N-PORT filings.

Funds holding Transdigm Group
Vulcan Value Partners FundVulcan Value Partners4.0%$9.3m31 Jul 2026