Position in TDG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$125,603,448
-$6,932,062 QoQ
Shares Held
108,376
+8.7% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $557,011,479 across 14 Aerospace & Defense names. TDG ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
108,376 | $125,603,448 | |
| 2 | RTX |
RTX Corp
|
588,823 | $113,583,956 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
436,017 | $106,824,165 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
273,738 | $94,480,670 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
293,677 | $60,054,009 | |
| 6 | MRCY |
Mercury Systems Inc
|
210,037 | $15,313,797 | |
| 7 | PL |
Planet Labs PBC
|
498,975 | $13,946,351 | |
| 8 | KRMN |
Karman Holdings Inc.
|
98,027 | $7,847,061 |
All Filings in TDG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,603,448 | 108,376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $132,535,510 | 99,662 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $121,066,727 | 91,855 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $102,763,330 | 67,579 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $77,751,964 | 56,208 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $56,329,328 | 44,449 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,449,791 | 3,118 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,981,032 | 3,116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,980,531 | 3,232 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,174,400 | 3,138 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,645,741 | 3,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,905,158 | 3,249 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,390,990 | 3,244 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,062,733 | 3,276 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,719,310 | 3,276 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,734,517 | 3,232 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,105,777 | 3,232 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,070,455 | 3,254 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,018,610 | 3,232 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,116,638 | 3,270 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,922,498 | 3,270 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,023,639 | 3,270 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,553,642 | 3,270 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,445,503 | 3,270 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,047,021 | 3,270 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||