VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Position in TDG — TransDigm Group INC
CIK 1021642
HOUSTON, TX
Position in TDG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,075,911
+$2,015,162 QoQ
Shares Held
8,315
+6.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#255
of 1,139 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $592,051,803 across 11 Aerospace & Defense names. TDG ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOG-A |
Moog Inc.
|
283,345 | $120,092,942 | |
| 2 | BA |
Boeing Co
|
383,014 | $82,911,039 | |
| 3 | HXL |
Hexcel Corp /De/
|
819,193 | $81,968,449 | |
| 4 | CW |
Curtiss Wright Corp
|
102,655 | $77,787,850 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
234,505 | $63,049,012 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
255,110 | $49,657,161 | |
| 7 | GE |
General Electric Co
|
114,540 | $42,807,033 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
166,871 | $36,845,116 |
All Filings in TDG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,075,911 | 8,315 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $9,060,749 | 7,818 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $7,203,797 | 5,417 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $88,876,723 | 67,432 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $94,085,036 | 61,872 | Shares | Defined | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||