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Hudson Way Capital Management LLC

Position in TDG — TransDigm Group INC

CIK 1697597 DALLAS, TX

Position in TDG

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$57,214,378
-$40,267,616 QoQ
Shares Held
49,367
-32.7% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 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, 2026

Hudson Way Capital Management LLC holds $135,280,232 across 3 Aerospace & Defense names. TDG ranks #1 (42.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TDG
TransDigm Group INC
This page
49,367 $57,214,378

All Filings in TDG

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $57,214,378 49,367
2025-12-31 $97,481,994 73,303
2025-09-30 $90,670,549 68,793
2025-06-30 $96,630,589 63,546
2025-03-31 $95,138,536 68,777
2024-12-31 $71,556,965 56,465
2024-09-30 $66,275,917 46,440
2024-06-30 $68,021,234 53,241
2024-03-31 $50,038,676 40,629
2023-12-31 $41,465,484 40,990
2023-09-30 $57,128,802 67,758
2023-06-30 $63,923,319 71,489
2023-03-31 $44,014,414 59,717
2022-12-31 $36,720,558 58,319
2022-09-30 $31,350,647 59,736
2022-06-30 $6,429,843 11,981