EULAV Asset Management

Position in TDG — TransDigm Group INC

CIK 1540826 SARASOTA, FL

Position in TDG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$22,454,198

-$5,658,694 QoQ

Shares Held

16,857

-30.5% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#184

of 1,142 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EULAV Asset Management holds $253,891,307 across 4 Aerospace & Defense names. TDG ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	283,011	$120,404,199
2	HEI	Heico Corp	251,697	$89,651,954
3	TDG	TransDigm Group INC This page	16,857	$22,454,198
4	CW	Curtiss Wright Corp	28,216	$21,380,956

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,454,198	16,857	-30.5%	Shares	Sole	2026-07-29
2026-03-31	$28,112,892	24,257	-18.2%	Shares	Sole	2026-05-07
2025-12-31	$39,439,361	29,657	-28.6%	Shares	Sole	2026-02-11
2025-09-30	$54,772,957	41,557	-2.6%	Shares	Sole	2025-10-28
2025-06-30	$64,865,940	42,657	-51.7%	Shares	Sole	2025-08-12
2025-03-31	$122,085,025	88,257	-16.0%	Shares	Sole	2025-04-30
2024-12-31	$133,136,634	105,057	-2.2%	Shares	Sole	2025-01-28
2024-09-30	$153,355,108	107,457	-2.0%	Shares	Sole	2024-11-08
2024-06-30	$140,098,879	109,657	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$136,777,801	111,057	-3.1%	Shares	Sole	2024-05-30
2023-12-31	$115,987,021	114,657	+2.9%	Shares	Sole	2024-02-14
2023-09-30	$93,972,740	111,457	0.0%	Shares	Sole	2023-11-14
2023-06-30	$99,661,505	111,457	+3.6%	Shares	Sole	2023-08-10
2023-03-31	$79,306,580	107,600	+7.0%	Shares	Sole	2023-04-27
2022-12-31	$63,342,790	100,600	+12.8%	Shares	Sole	2023-02-14
2022-09-30	$46,813,944	89,200	0.0%	Shares	Sole	2022-11-04
2022-06-30	$47,870,964	89,200	-8.8%	Shares	Sole	2022-07-22
2022-03-31	$63,720,612	97,800	-3.0%	Shares	Sole	2022-05-10
2021-12-31	$64,137,024	100,800	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$62,964,150	100,812	0.0%	Shares	Sole	2021-11-15
2021-06-30	$65,254,599	100,812	0.0%	Shares	Sole	2021-08-06
2021-03-31	$59,269,391	100,812	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$62,386,887	100,811	+0.0%	Shares	Sole	2021-02-16
2020-09-30	$47,892,096	100,800	0.0%	Shares	Sole	2020-11-05
2020-06-30	$44,558,640	100,800	0.0%	Shares	Sole	2020-08-11
2020-03-31	$32,275,152	100,800	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.