Archon Partners LLC

Position in TDG — TransDigm Group INC

CIK 1454424 Princeton Junction, NJ

Position in TDG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$23,044,292

+$2,994,284 QoQ

Shares Held

17,300

0.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#180

of 1,143 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Archon Partners LLC holds $72,508,832 across 4 Aerospace & Defense names. TDG ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC This page	17,300	$23,044,292
2	RTX	RTX Corp	101,000	$19,162,730
3	GE	General Electric Co	47,000	$17,565,310
4	LMT	Lockheed Martin Corp	25,000	$12,736,500

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,044,292	17,300	0.0%	Shares	Sole	2026-08-06
2026-03-31	$20,050,008	17,300	0.0%	Shares	Sole	2026-05-15
2025-12-31	$23,006,405	17,300	0.0%	Shares	Sole	2026-02-17
2025-09-30	$22,801,746	17,300	0.0%	Shares	Sole	2025-11-14
2025-06-30	$26,307,072	17,300	0.0%	Shares	Sole	2025-08-14
2025-03-31	$23,930,917	17,300	0.0%	Shares	Sole	2025-05-15
2024-12-31	$21,923,944	17,300	0.0%	Shares	Sole	2025-02-14
2024-09-30	$24,689,349	17,300	0.0%	Shares	Sole	2024-11-14
2024-06-30	$22,102,653	17,300	0.0%	Shares	Sole	2024-08-14
2024-03-31	$21,306,680	17,300	0.0%	Shares	Sole	2024-05-15
2023-12-31	$17,500,680	17,300	0.0%	Shares	Sole	2024-02-14
2023-09-30	$14,586,149	17,300	0.0%	Shares	Sole	2023-11-14
2023-06-30	$15,469,141	17,300	0.0%	Shares	Sole	2023-08-14
2023-03-31	$12,750,965	17,300	+6.1%	Shares	Sole	2023-05-15
2022-12-31	$10,263,295	16,300	0.0%	Shares	Sole	2023-02-14
2022-09-30	$8,554,566	16,300	-35.1%	Shares	Sole	2022-11-14
2022-06-30	$13,470,417	25,100	0.0%	Shares	Sole	2022-08-15
2022-03-31	$16,353,654	25,100	+13.6%	Shares	Sole	2022-05-16
2021-12-31	$14,061,788	22,100	0.0%	Shares	Sole	2022-02-14
2021-09-30	$13,802,997	22,100	0.0%	Shares	Sole	2021-11-15
2021-06-30	$14,305,109	22,100	0.0%	Shares	Sole	2021-08-16
2021-03-31	$12,993,032	22,100	+35.6%	Shares	Sole	2021-05-17
2020-12-31	$10,087,255	16,300	+3.2%	Shares	Sole	2021-02-16
2020-09-30	$7,506,896	15,800	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.