Mill Capital Management, LLC

Position in TDG — TransDigm Group INC

CIK 1901166 CONCORD, NC

Position in TDG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$33,454,184

+$4,549,722 QoQ

Shares Held

25,115

+0.7% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#140

of 1,139 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Mill Capital Management, LLC holds $59,128,336 across 4 Aerospace & Defense names. TDG ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC This page	25,115	$33,454,184
2	LHX	L3harris Technologies, Inc. /De/	62,134	$18,055,519
3	GE	General Electric Co	19,265	$7,199,908
4	HONA	Honeywell Aerospace Inc.	1,894	$418,725

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,454,184	25,115	+0.7%	Shares	Sole	2026-08-03
2026-03-31	$28,904,462	24,940	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$33,089,327	24,882	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$32,705,348	24,814	-5.0%	Shares	Sole	2025-10-29
2025-06-30	$39,699,348	26,107	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$36,221,448	26,185	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$33,226,814	26,219	-1.2%	Shares	Sole	2025-02-11
2024-09-30	$37,880,311	26,543	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$34,027,864	26,634	-0.3%	Shares	Sole	2024-07-31
2024-03-31	$32,904,657	26,717	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$27,609,598	27,293	-2.2%	Shares	Sole	2024-01-30
2023-09-30	$23,540,189	27,920	-0.2%	Shares	Sole	2023-10-19
2023-06-30	$25,020,664	27,982	+1.2%	Shares	Sole	2023-07-20
2023-03-31	$20,386,803	27,660	+0.5%	Shares	Sole	2023-05-01
2022-12-31	$17,326,079	27,517	-0.0%	Shares	Sole	2023-01-20
2022-09-30	$14,442,521	27,519	+3.4%	Shares	Sole	2022-10-18
2022-06-30	$14,288,302	26,624	+7.3%	Shares	Sole	2022-07-29
2022-03-31	$16,172,525	24,822	+1.9%	Shares	Sole	2022-04-26
2021-12-31	$15,497,871	24,357	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.