Position in TDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,564,019
+$53,123,158 QoQ
Shares Held
47,943
+1556.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 99.99791418976702.ToString("F0")%
Shared 0.ToString("F0")%
None 0.002085810232985003.ToString("F0")%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Select Equity Group, L.P. holds $503,321,746 across 9 Aerospace & Defense names. TDG ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAE |
Cae Inc
|
8,251,691 | $214,956,550 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
726,424 | $148,546,443 | |
| 3 | TDG |
TransDigm Group INC
This page
|
47,943 | $55,564,019 | |
| 4 | MOG-A |
Moog Inc.
|
100,774 | $29,490,503 | |
| 5 | CDRE |
Cadre Holdings, Inc.
|
748,498 | $22,963,918 | |
| 6 | LOAR |
Loar Holdings Inc.
|
203,637 | $11,666,363 | |
| 7 | GE |
General Electric Co
|
39,265 | $11,142,229 | |
| 8 | MRCY |
Mercury Systems Inc
|
83,466 | $6,085,506 |
All Filings in TDG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||