Hudson Way Capital Management LLC

Position in TDG — TransDigm Group INC

CIK 1697597 DALLAS, TX

Position in TDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$67,148,136

+$9,933,758 QoQ

Shares Held

50,410

+2.1% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

5.99%

of 13F equity value

Holder Rank

#87

of 1,139 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Hudson Way Capital Management LLC holds $149,156,375 across 2 Aerospace & Defense names. TDG ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WWD	Woodward, Inc.	192,761	$82,008,239
2	TDG	TransDigm Group INC This page	50,410	$67,148,136

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,148,136	50,410	+2.1%	Shares	Sole	2026-08-14
2026-03-31	$57,214,378	49,367	-32.7%	Shares	Sole	2026-05-15
2025-12-31	$97,481,994	73,303	+6.6%	Shares	Sole	2026-02-17
2025-09-30	$90,670,549	68,793	+8.3%	Shares	Sole	2025-11-14
2025-06-30	$96,630,589	63,546	-7.6%	Shares	Sole	2025-08-14
2025-03-31	$95,138,536	68,777	+21.8%	Shares	Sole	2025-05-15
2024-12-31	$71,556,965	56,465	+21.6%	Shares	Sole	2025-02-14
2024-09-30	$66,275,917	46,440	-12.8%	Shares	Sole	2024-11-14
2024-06-30	$68,021,234	53,241	+31.0%	Shares	Sole	2024-08-14
2024-03-31	$50,038,676	40,629	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$41,465,484	40,990	-39.5%	Shares	Sole	2024-02-14
2023-09-30	$57,128,802	67,758	-5.2%	Shares	Sole	2023-11-14
2023-06-30	$63,923,319	71,489	+19.7%	Shares	Sole	2023-08-14
2023-03-31	$44,014,414	59,717	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$36,720,558	58,319	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$31,350,647	59,736	+398.6%	Shares	Sole	2022-11-14
2022-06-30	$6,429,843	11,981	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.