Position in TDG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$213,512,882
-$106,475,625 QoQ
Shares Held
184,228
-23.4% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
6.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 72.06613544086676.ToString("F0")%
Shared 0.ToString("F0")%
None 27.933864559133248.ToString("F0")%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Vulcan Value Partners, LLC holds $232,032,552 across 2 Aerospace & Defense names. TDG ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
184,228 | $213,512,882 | |
| 2 | SARO |
StandardAero, Inc.
|
716,983 | $18,519,670 |
All Filings in TDG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,512,882 | 184,228 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $319,988,507 | 240,620 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $329,034,466 | 249,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $352,172,620 | 231,595 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $344,475,175 | 249,026 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $298,748,587 | 235,740 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,455,897 | 195,116 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $415,942,110 | 337,725 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $391,857,422 | 387,364 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $364,862,821 | 432,748 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $560,499,734 | 626,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $509,423,163 | 691,165 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $525,974,349 | 835,344 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $534,820,969 | 1,019,056 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $660,196,407 | 1,230,172 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,319,296,830 | 2,024,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,414,755,854 | 2,223,480 | Shares | Sole | 2022-03-04 | |
| 2021-09-30 | $1,276,429,337 | 2,043,693 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,277,176,961 | 1,973,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,195,767,548 | 2,033,895 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,236,768,011 | 1,998,494 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $886,780,122 | 1,866,434 | 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. | ||||||