# Transdigm Group (TDG): value investors who own it

3 value investors held Transdigm Group in their Q3 2026 13F, led by AltaRock Partners, Oakcliff Capital, Vulcan Value Partners.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| AltaRock Partners | 27.5% | $1.2bn | Trimmed -3.7% | 47 |
| Oakcliff Capital | 12.0% | $32.2m | Unchanged | 38 |
| Vulcan Value Partners | 6.9% | $227m | Trimmed -7.5% | 25 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 600 | $675k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 495 | $562k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 438 | $498k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 317 | $359k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 306 | $344k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 305 | $344k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 278 | $313k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 210 | $238k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 150 | $169k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 131 | $147k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 130 | $147k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 120 | $135k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 100 | $113k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 100 | $112k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 100 | $111k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 100 | $111k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 60 | $67k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 60 | $67k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 50 | $56k |
| 2026-10-15 | Reiss Joel | Co-Chief Operating Officer | Sold | 30 | $34k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Vulcan Value Partners Fund | Vulcan Value Partners | 4.0% | $9.3m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/tdg). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.