TDG
TRANSDIGM GROUP INC
Conviction
12.2%
largest manager weight — the forward-looking number on this page
Consensus
2
independent managers holding
3 months
-0.4%
total return
6 months
-11.2%
total return
12 months
-15.0%
total return
36 months
+60.7%
total return
Who holds it
What a manager did last quarter carries more information than what they hold.
| Manager | % of their book | Last quarter |
|---|---|---|
Stockbridge Partners LLC 16 positions · 89.7% in top 10 | 12.2% | HOLD |
Heard Capital LLC 21 positions · 87.0% in top 10 | 10.7% | HOLD |
Signals
13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.
No signals yet.
The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.