Position in TDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$656,695
+$85,328 QoQ
Shares Held
493
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#667
of 1,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $611,247,655 across 20 Aerospace & Defense names. TDG ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
1,875,740 | $414,688,599 | |
| 2 | GE |
General Electric Co
|
385,836 | $144,198,488 | |
| 3 | BA |
Boeing Co
|
83,958 | $18,174,388 | |
| 4 | RTX |
RTX Corp
|
69,427 | $13,172,384 | |
| 5 | LOAR |
Loar Holdings Inc.
|
144,955 | $11,684,822 | |
| 6 | MOG-A |
Moog Inc.
|
3,955 | $1,676,287 | |
| 7 | LMT |
Lockheed Martin Corp
|
2,947 | $1,501,378 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,824 | $928,981 |
All Filings in TDG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,695 | 493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $571,367 | 493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,043,932 | 785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $698,550 | 530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $801,377 | 527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $726,227 | 525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $665,322 | 525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $749,243 | 525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $670,745 | 525 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $646,590 | 525 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $536,148 | 530 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $454,447 | 539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $481,957 | 539 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $390,636 | 530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $333,714 | 530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $278,154 | 530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,518 | 655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $426,758 | 655 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $337,228 | 530 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $331,022 | 530 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,063 | 530 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $335,114 | 570 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $352,744 | 570 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $270,818 | 570 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $252,410 | 571 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $182,828 | 571 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||