Position in TDG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$824,532
+$107,136 QoQ
Shares Held
619
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
of 1,142 holders
Holding Since
Mar 2020
8 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, 2026Allen Investment Management, LLC holds $218,768,699 across 7 Aerospace & Defense names. TDG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
936,436 | $202,710,300 | |
| 2 | GD |
General Dynamics Corp
|
34,523 | $12,229,427 | |
| 3 | GE |
General Electric Co
|
4,121 | $1,540,141 | |
| 4 | TDG |
TransDigm Group INC
This page
|
619 | $824,532 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,307 | $665,864 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,138 | $472,669 | |
| 7 | RTX |
RTX Corp
|
1,717 | $325,766 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,532 | 619 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $717,396 | 619 | Shares | Defined | 2026-05-07 | |
| 2021-12-31 | $14,419,377 | 22,662 | Shares | Defined | 2022-02-10 | |
| 2021-03-31 | $9,108,056 | 15,492 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,587,224 | 15,492 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $145,562,039 | 306,369 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $151,804,832 | 343,411 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $124,521,250 | 388,898 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||