GUERRA PAN ADVISORS, LLC

Position in TDG — TransDigm Group INC

CIK 1910386 MONTCLAIR, NJ

Position in TDG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,871,516

+$14,863 QoQ

Shares Held

1,405

-12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#484

of 1,142 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

GUERRA PAN ADVISORS, LLC holds $7,360,715 across 6 Aerospace & Defense names. TDG ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	13,663	$2,957,629
2	TDG	TransDigm Group INC This page	1,405	$1,871,516
3	LMT	Lockheed Martin Corp	2,445	$1,245,629
4	HONA	Honeywell Aerospace Inc.	2,645	$584,756
5	RTX	RTX Corp	2,334	$442,829
6	FTAI	FTAI Aviation Ltd.	955	$258,356

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,871,516	1,405	-12.3%	Shares	Sole	2026-08-12
2026-03-31	$1,856,653	1,602	-0.4%	Shares	Sole	2026-05-12
2025-12-31	$2,139,728	1,609	0.0%	Shares	Sole	2026-01-13
2025-09-30	$2,120,694	1,609	0.0%	Shares	Sole	2025-11-12
2025-06-30	$2,446,709	1,609	+5.7%	Shares	Sole	2025-08-12
2025-03-31	$2,105,367	1,522	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$1,927,532	1,521	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,170,664	1,521	+2.5%	Shares	Sole	2024-11-04
2024-06-30	$1,895,973	1,484	+11.2%	Shares	Sole	2024-08-13
2024-03-31	$1,642,954	1,334	-5.1%	Shares	Sole	2024-05-13
2023-12-31	$1,421,298	1,405	+2.7%	Shares	Sole	2024-01-30
2023-09-30	$1,153,401	1,368	+3.5%	Shares	Sole	2023-11-09
2023-06-30	$1,182,092	1,322	+5.8%	Shares	Sole	2023-08-08
2023-03-31	$921,312	1,250	-0.1%	Shares	Sole	2023-04-21
2022-12-31	$787,692	1,251	0.0%	Shares	Sole	2023-02-14
2022-09-30	$656,549	1,251	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$679,960	1,267	0.0%	Shares	Sole	2022-08-11
2022-03-31	$825,501	1,267	0.0%	Shares	Sole	2022-05-11
2021-12-31	$806,166	1,267	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.