Davidson Capital Management Inc.
Position in TDG — TransDigm Group INC
CIK 1808748
CORPUS CHRISTI, TX
Position in TDG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,361,344
+$210,497 QoQ
Shares Held
1,022
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#529
of 1,142 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Davidson Capital Management Inc. holds $4,690,099 across 2 Aerospace & Defense names. TDG ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
12,381 | $3,328,755 | |
| 2 | TDG |
TransDigm Group INC
This page
|
1,022 | $1,361,344 |
All Filings in TDG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,344 | 1,022 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,150,847 | 993 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,914,984 | 1,440 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,696,668 | 2,046 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||