SAPIENT CAPITAL LLC

Position in TDG — TransDigm Group INC

CIK 1998653 INDIANAPOLIS, IN

Position in TDG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,146,886

+$149,022 QoQ

Shares Held

861

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#565

of 1,139 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $86,828,790 across 10 Aerospace & Defense names. TDG ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	227,097	$44,204,431
2	GE	General Electric Co	41,960	$15,681,710
3	HWM	Howmet Aerospace Inc.	46,434	$12,484,245
4	RTX	RTX Corp	49,049	$9,306,066
5	TDG	TransDigm Group INC This page	861	$1,146,886
6	KRMN	Karman Holdings Inc.	22,382	$1,117,309
7	LMT	Lockheed Martin Corp	2,171	$1,106,037
8	KTOS	Kratos Defense & Security Solutions, Inc.	16,866	$840,938

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,886	861	0.0%	Shares	Sole	2026-07-09
2026-03-31	$997,864	861	-14.6%	Shares	Sole	2026-04-08
2025-12-31	$1,340,488	1,008	+17.1%	Shares	Sole	2026-02-05
2025-09-30	$1,134,815	861	+1.3%	Shares	Sole	2025-10-17
2025-06-30	$1,292,544	850	-0.2%	Shares	Sole	2025-07-09
2025-03-31	$1,178,563	852	-1.3%	Shares	Sole	2025-04-15
2024-12-31	$1,093,662	863	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$1,225,904	859	-0.1%	Shares	Sole	2024-10-11
2024-06-30	$1,098,744	860	+0.8%	Shares	Sole	2024-07-15
2024-03-31	$1,050,554	853	-3.9%	Shares	Sole	2024-04-22
2023-12-31	$898,300	888	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.