Position in TDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,974,000
-$9,924,112 QoQ
Shares Held
25,000
-14.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Zimmer Partners, LP holds $219,748,140 across 9 Aerospace & Defense names. TDG ranks #5 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
783,148 | $55,219,765 | |
| 2 | GE |
General Electric Co
|
130,000 | $36,890,100 | |
| 3 | LOAR |
Loar Holdings Inc.
|
572,500 | $32,798,525 | |
| 4 | VSEC |
Vse Corp
|
160,500 | $29,596,200 | |
| 5 | TDG |
TransDigm Group INC
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|
25,000 | $28,974,000 | |
| 6 | SARO |
StandardAero, Inc.
|
850,000 | $21,955,500 | |
| 7 | VVX |
V2X, Inc.
|
125,000 | $8,562,500 | |
| 8 | KRMN |
Karman Holdings Inc.
|
40,000 | $3,202,000 |
All Filings in TDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,974,000 | 25,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,898,112 | 29,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,084,760 | 38,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,435,968 | 18,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,865,783 | 16,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,649,737 | 28,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,844,170 | 9,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,776,100 | 10,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,909,276 | 5,610 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||