Perennial Advisors, LLC

Position in TDG — TransDigm Group INC

CIK 1697360 NEW YORK, NY

Position in TDG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$522,159

+$70,165 QoQ

Shares Held

392

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#709

of 1,139 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Perennial Advisors, LLC holds $10,309,534 across 5 Aerospace & Defense names. TDG ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	24,554	$8,698,008
2	BWXT	BWX Technologies, Inc.	3,194	$621,712
3	TDG	TransDigm Group INC This page	392	$522,159
4	LMT	Lockheed Martin Corp	465	$236,898
5	BA	Boeing Co	1,066	$230,757

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,159	392	+0.5%	Shares	Sole	2026-07-13
2026-03-31	$451,994	390	0.0%	Shares	Sole	2026-04-13
2025-12-31	$518,641	390	0.0%	Shares	Sole	2026-01-12
2025-09-30	$514,027	390	0.0%	Shares	Sole	2025-10-14
2025-06-30	$593,049	390	0.0%	Shares	Sole	2025-07-15
2025-03-31	$539,483	390	0.0%	Shares	Sole	2025-04-14
2024-06-30	$498,267	390	+23.8%	Shares	Sole	2024-07-23
2024-03-31	$387,954	315	0.0%	Shares	Sole	2024-04-10
2023-12-31	$318,654	315	-20.3%	Shares	Sole	2024-01-25
2023-09-30	$333,036	395	0.0%	Shares	Sole	2023-10-17
2023-06-30	$353,197	395	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.