PYA Waltman Capital, LLC

Position in TDG — TransDigm Group INC

CIK 1800135 KNOXVILLE, TN

Position in TDG

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

Position Value

$15,979,151

+$733,033 QoQ

Shares Held

11,996

-8.8% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

4.44%

of 13F equity value

Holder Rank

#218

of 1,142 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $43,023,758 across 5 Aerospace & Defense names. TDG ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp	69,745	$17,987,932
2	TDG	TransDigm Group INC This page	11,996	$15,979,151
3	GD	General Dynamics Corp	11,650	$4,126,896
4	LMT	Lockheed Martin Corp	7,654	$3,899,406
5	GE	General Electric Co	2,757	$1,030,373

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,979,151	11,996	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$15,246,118	13,155	+7.5%	Shares	Sole	2026-05-13
2025-12-31	$16,268,055	12,233	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$16,447,571	12,479	+5.7%	Shares	Sole	2025-11-14
2025-06-30	$17,954,196	11,807	+3.7%	Shares	Sole	2025-08-14
2025-03-31	$15,751,523	11,387	-1.3%	Shares	Sole	2025-05-01
2024-12-31	$14,614,272	11,532	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$16,366,326	11,468	-4.0%	Shares	Sole	2024-11-15
2024-06-30	$15,259,773	11,944	-20.2%	Shares	Sole	2024-08-12
2024-03-31	$18,424,736	14,960	-1.6%	Shares	Sole	2024-05-13
2023-12-31	$15,386,436	15,210	-1.0%	Shares	Sole	2024-02-05
2023-09-30	$12,949,633	15,359	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$13,639,669	15,254	-9.5%	Shares	Sole	2023-08-15
2023-03-31	$12,420,029	16,851	-7.8%	Shares	Sole	2023-05-09
2022-12-31	$11,513,150	18,285	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$9,393,753	17,899	-0.7%	Shares	Sole	2022-11-04
2022-06-30	$9,674,550	18,027	+7.1%	Shares	Sole	2022-08-12
2022-03-31	$10,967,372	16,833	+0.9%	Shares	Sole	2022-05-09
2021-12-31	$10,613,150	16,680	+2.4%	Shares	Sole	2022-02-07
2021-09-30	$10,173,620	16,289	+4.1%	Shares	Sole	2021-11-12
2021-06-30	$10,123,615	15,640	+2.4%	Shares	Sole	2021-08-10
2021-03-31	$8,981,653	15,277	+2.8%	Shares	Sole	2021-05-10
2020-12-31	$9,195,492	14,859	-2.3%	Shares	Sole	2021-02-03
2020-09-30	$7,227,050	15,211	-5.5%	Shares	Sole	2020-11-04
2020-06-30	$7,117,889	16,102	+4.7%	Shares	Sole	2020-11-04
2020-03-31	$4,922,280	15,373	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.