← Top Holdings

TDGTRANSDIGM GROUP INC

CUSIP: 893641100

🔥 Bought by 2 superinvestors this quarter

6

Guru Owners

$1.15B

Total Value Held

1.1M

Total Shares

$1.05B
25.54%
$41.3M
0.33%
$29.0M
1.39%
$28.0M
12.36%
$2.7M
0.01%
$123K
12.82%

📊 Fundamentals

Market Cap$74.4B
P/E Ratio41.5x
Above market avg
Forward P/E28.3x
P/FCF48.8x
EPS (TTM)$32.04
Revenue (TTM)$9.5B
Profit Margin21.91%
Beta0.88

52-Week Range

$1123.61
$1623.83

Current: $1329.63

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 41.5x trailing earnings → 28.3x forward · 21.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$381.7M$763.4M$1.15B$1.53BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '266 owners · $1.15B
REDUCEDAltaRock Partners$1.05B
INCREASEDStephen Mandel$41.3M
NEWDaniel Loeb$29.0M
REDUCEDRay Dalio$2.7M
INCREASEDTriple Frond Partners$123K
Q4 '255 owners · $1.35B
REDUCEDAltaRock Partners$1.29B
NEWStephen Mandel$25.6M
NEWRay Dalio$7.4M
REDUCEDTriple Frond Partners$138K
SOLDDan Sundheim
Q3 '254 owners · $1.36B
REDUCEDAltaRock Partners$1.29B
NEWDan Sundheim$40.6M
INCREASEDBryan Lawrence$31.9M
REDUCEDTriple Frond Partners$75K
Q2 '253 owners · $1.52B
REDUCEDTriple Frond Partners$112K
Q1 '253 owners · $1.39B
INCREASEDAltaRock Partners$1.36B
INCREASEDTriple Frond Partners$127K
Q4 '243 owners · $1.30B
REDUCEDAltaRock Partners$1.27B
REDUCEDBryan Lawrence$27.0M
REDUCEDTriple Frond Partners$101K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
9%analyst est. 9.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.0%current: 16.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TDG: Held by 6 superinvestors · 13 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-30
SELLGil CisnerosD
$1,001 - $15,0002025-12-24
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
SELLJefferson ShreveR
$15,001 - $50,0002025-05-08
BUYJefferson ShreveR
$15,001 - $50,0002025-04-07
BUYJefferson ShreveR
$15,001 - $50,0002025-03-05
SELLJosh GottheimerD
$1,001 - $15,0002025-02-04
SELLJosh GottheimerD
$1,001 - $15,0002025-01-16
SELLRob BresnahanR
$1,001 - $15,0002025-01-13
BUYVal HoyleD
$1,001 - $15,0002024-10-29
SELLJosh GottheimerD
$1,001 - $15,0002024-10-17
TDG Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker