Vulcan Value Partners, LLC

Position in TDG — TransDigm Group INC

CIK 1556785 Birmingham, AL

Back to TDG Full portfolio

Position in TDG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$227,018,245

+$13,505,363 QoQ

Shares Held

170,429

-7.5% QoQ

Ownership

0.308%

of shares outstanding

% of Portfolio

6.91%

of 13F equity value

Holder Rank

#40

of 1,139 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Common Shares in TDG Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Vulcan Value Partners, LLC holds $280,131,738 across 3 Aerospace & Defense names. TDG ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC This page	170,429	$227,018,245
2	HEI	Heico Corp	153,718	$39,645,409
3	SARO	StandardAero, Inc.	450,287	$13,468,084

All Filings in TDG

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,018,245	170,429	-7.5%	Shares	Sole	2026-08-10
2026-03-31	$213,512,882	184,228	-23.4%	Shares	Sole	2026-05-11
2025-12-31	$319,988,507	240,620	-3.6%	Shares	Sole	2026-02-09
2025-09-30	$329,034,466	249,643	+7.8%	Shares	Sole	2025-11-10
2025-06-30	$352,172,620	231,595	-7.0%	Shares	Sole	2025-08-13
2025-03-31	$344,475,175	249,026	+5.6%	Shares	Sole	2025-05-08
2024-12-31	$298,748,587	235,740	+20.8%	Shares	Sole	2025-02-14
2024-09-30	$278,455,897	195,116	-11.5%	Shares	Sole	2024-11-13
2024-06-30	$281,802,437	220,570	-34.7%	Shares	Sole	2024-08-14
2024-03-31	$415,942,110	337,725	-12.8%	Shares	Sole	2024-05-15
2023-12-31	$391,857,422	387,364	-10.5%	Shares	Sole	2024-02-13
2023-09-30	$364,862,821	432,748	-31.0%	Shares	Sole	2023-11-14
2023-06-30	$560,499,734	626,838	-9.3%	Shares	Sole	2023-08-14
2023-03-31	$509,423,163	691,165	-17.3%	Shares	Sole	2023-05-15
2022-12-31	$525,974,349	835,344	-18.0%	Shares	Sole	2023-02-14
2022-09-30	$534,820,969	1,019,056	-17.2%	Shares	Sole	2022-11-14
2022-06-30	$660,196,407	1,230,172	-39.2%	Shares	Sole	2022-08-15
2022-03-31	$1,319,296,830	2,024,890	-8.9%	Shares	Sole	2022-05-16
2021-12-31	$1,414,755,854	2,223,480	+8.8%	Shares	Sole	2022-02-14
2021-09-30	$1,276,429,337	2,043,693	+3.6%	Shares	Sole	2021-11-15
2021-06-30	$1,277,176,961	1,973,114	-3.0%	Shares	Sole	2021-08-16
2021-03-31	$1,195,767,548	2,033,895	+1.8%	Shares	Sole	2021-05-17
2020-12-31	$1,236,768,011	1,998,494	+7.1%	Shares	Sole	2021-02-16
2020-09-30	$886,780,122	1,866,434	+80.0%	Shares	Sole	2020-11-16
2020-06-30	$458,275,445	1,036,705	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.