Position in TDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,231,160
+$76,257,160 QoQ
Shares Held
79,000
+216.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#73
of 1,139 holders
Holding Since
Sep 2020
9 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, 2026Third Point LLC holds $136,056,866 across 2 Aerospace & Defense names. TDG ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
79,000 | $105,231,160 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
180,415 | $30,825,706 |
All Filings in TDG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,231,160 | 79,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,974,000 | 25,000 | Shares | Sole | 2026-05-15 | |
| 2022-03-31 | $104,246,400 | 160,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $207,985,933 | 326,878 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $281,056,500 | 450,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $291,280,500 | 450,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $285,141,200 | 485,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $300,142,250 | 485,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $206,677,200 | 435,000 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||