Southeast Asset Advisors, LLC

Position in TDG — TransDigm Group INC

CIK 1390003 Thomasville, GA

Position in TDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,472,628

+$2,717,607 QoQ

Shares Held

2,607

+52.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#406

of 1,142 holders

Holding Since

Mar 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Southeast Asset Advisors, LLC holds $8,675,656 across 6 Aerospace & Defense names. TDG ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC This page	2,607	$3,472,628
2	BWXT	BWX Technologies, Inc.	15,226	$2,963,740
3	RTX	RTX Corp	5,579	$1,058,503
4	GE	General Electric Co	1,529	$571,433
5	BA	Boeing Co	1,802	$390,078
6	GD	General Dynamics Corp	619	$219,274

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,472,628	2,607	+52.6%	Shares	Sole	2026-08-14
2020-06-30	$755,021	1,708	-54.0%	Shares	Sole	2020-08-14
2020-03-31	$1,190,146	3,717	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.