Position in TDG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$57,494,846
+$42,600,526 QoQ
Shares Held
49,609
+342.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 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, 20261832 Asset Management L.P. holds $1,212,133,023 across 13 Aerospace & Defense names. TDG ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAE |
Cae Inc
|
16,395,507 | $427,102,957 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
626,575 | $216,262,361 | |
| 3 | RTX |
RTX Corp
|
929,021 | $179,208,150 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
300,350 | $127,555,641 | |
| 5 | BA |
Boeing Co
|
622,600 | $123,916,078 | |
| 6 | TDG |
TransDigm Group INC
This page
|
49,609 | $57,494,846 | |
| 7 | CW |
Curtiss Wright Corp
|
46,317 | $31,547,435 | |
| 8 | GE |
General Electric Co
|
64,718 | $18,365,026 |
All Filings in TDG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,494,846 | 49,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,894,320 | 11,200 | Shares | Sole | 2026-02-13 | |
| 2023-09-30 | $2,653,330 | 3,147 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,245,140 | 59,547 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,889,116 | 59,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,075,333 | 63,647 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $33,403,218 | 63,647 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,157,435 | 63,647 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $242,333 | 388 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||