Position in TDG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,786
New position
Shares Held
165
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#892
of 1,139 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026May Hill Capital, LLC holds $5,008,213 across 7 Aerospace & Defense names. TDG ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
10,051 | $2,175,739 | |
| 2 | GE |
General Electric Co
|
2,326 | $869,295 | |
| 3 | RTX |
RTX Corp
|
4,521 | $857,769 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,342 | $360,810 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
586 | $298,455 | |
| 6 | GD |
General Dynamics Corp
|
639 | $226,359 | |
| 7 | TDG |
TransDigm Group INC
This page
|
165 | $219,786 |
All Filings in TDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,786 | 165 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||