TDG · CUSIP 893641100
TRANSDIGM GROUP INC
Reported by 5 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 5
- Average portfolio weight
- 6.8%
- Combined reported value
- $544.4M
- Research group
- 79
5 of the 79 superinvestors Shameless Cloning tracks reported TRANSDIGM GROUP INC (TDG) in their Q2 2026 13F filings, worth $544.4M combined, at an average 6.8% of their portfolios. The largest positions by portfolio weight belong to Triple Frond Partners (12.7%), Bryan Lawrence (12.0%), Vulcan Value Partners (6.9%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Triple Frond PartnersTriple Frond Partners LLC | 12.7% | $141.9M |
| Bryan LawrenceOakcliff Capital Partners, LP | 12.0% | $32.2M |
| Vulcan Value PartnersVulcan Value Partners, LLC | 6.9% | $227.0M |
| Daniel LoebThird Point LLC | 2.3% | $105.2M |
| Stephen MandelLONE PINE CAPITAL LLC | 0.2% | $38.0M |