Applied Finance Capital Management, LLC
Position in TDG — TransDigm Group INC
CIK 1966007
SAN JUAN, PR
Position in TDG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,748,968
+$272,453 QoQ
Shares Held
1,313
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#492
of 1,139 holders
Holding Since
Mar 2026
2 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, 2026Applied Finance Capital Management, LLC holds $5,194,234 across 7 Aerospace & Defense names. TDG ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
1,313 | $1,748,968 | |
| 2 | RTX |
RTX Corp
|
4,742 | $899,699 | |
| 3 | GD |
General Dynamics Corp
|
1,997 | $707,417 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,106 | $563,296 | |
| 5 | HEI |
Heico Corp
|
1,560 | $555,656 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,436 | $417,287 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
1,116 | $301,911 |
All Filings in TDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,968 | 1,313 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,476,515 | 1,274 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||