Position in TDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$470,516,489
+$414,952,470 QoQ
Shares Held
353,230
+636.8% QoQ
Ownership
0.639%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#26
of 1,142 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Select Equity Group, L.P. holds $1,146,829,020 across 12 Aerospace & Defense names. TDG ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
353,230 | $470,516,489 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
1,704,008 | $331,685,157 | |
| 3 | CAE |
Cae Inc
|
7,018,338 | $175,879,550 | |
| 4 | MOG-A |
Moog Inc.
|
100,313 | $42,516,661 | |
| 5 | CDRE |
Cadre Holdings, Inc.
|
1,181,921 | $33,696,567 | |
| 6 | LOAR |
Loar Holdings Inc.
|
339,976 | $27,405,465 | |
| 7 | MRCY |
Mercury Systems Inc
|
165,257 | $20,215,888 | |
| 8 | GE |
General Electric Co
|
37,562 | $14,038,046 |
All Filings in TDG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,516,489 | 353,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,564,019 | 47,943 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $2,440,861 | 2,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,262,707 | 10,359 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,683,746 | 10,425 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $67,529,332 | 107,249 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $73,598,132 | 140,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $80,161,861 | 149,369 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $83,107,184 | 127,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $261,722,961 | 411,333 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,637,559 | 4,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $59,272,345 | 91,570 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,258,788 | 3,842 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $11,730,237 | 24,689 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $79,100,427 | 178,940 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $237,016,485 | 740,237 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||