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Which hedge funds own TDG? TRANSDIGM GROUP INC, Q2 2026 13F holders

IndustrialsAerospace & Defense

98 tracked hedge funds disclosed a position in TDG (TRANSDIGM GROUP INC) in their Q2 2026 13F filings, worth $6.9bn in total. The largest holder by portfolio weight is BRX Global LP at 50.6% of its book. 17 opened a new position this quarter: Jackson Hill Advisors, LLC, Palliser Capital (UK) Ltd, Cinctive Capital Management LP, Aventail Capital Group, LP. 18 exited: Lombard Odier Asset Management (USA) Corp, Intercapital, LLC, AlphaGrep UK Ltd.

98
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
17
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
18
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$116m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$160m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$6.9bn
Combined value
Sum of the holders' reported positions in the security.
7.9%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

98 rows
BRX Global LP Hedge fund50.6%$41.4m31,0970.0%held
Ampfield Management, L.P. Hedge fund28.5%$28.6m21,473−12%reduced
Altarock Partners LP Hedge fund27.5%$1.2bn875,755−3.7%reduced
Anabranch Capital Management, LP Hedge fund24.0%$31.4m23,588+8.4%added
Blacksheep Fund Management Ltd Hedge fund19.7%$60.9m45,7540.0%held
Cat Rock Capital Management LP Hedge fund19.6%$84.4m63,339+37%added
Bluegrass Capital Partners LP Hedge fund16.4%$25.3m19,000−3.1%reduced
Stockbridge Partners LLC Hedge fund12.2%$578m434,2810.0%held
Oakcliff Capital Partners, LP Hedge fund12.0%$32.2m24,1700.0%held
Lynwood Price Capital Management LP Hedge fund11.0%$22.8m17,125+13%added
Heard Capital LLC Hedge fund10.6%$248m186,289+4.3%added
Jackson Hill Advisors, LLC Hedge fund9.1%$18.0m13,500–new
Windacre Partnership LLC Hedge fund9.0%$911m684,100+34%added
Soroban Capital Partners LP Hedge fund8.5%$1.2bn898,197+4.9%added
Owlhouse Capital LP Hedge fund7.8%$5.1m3,830−30%reduced
Coalescence Partners Investment Management, LP Hedge fund7.6%$25.8m19,353−32%reduced
Atalan Capital Partners, LP Hedge fund7.2%$117m87,530+3.6%added
Vulcan Value Partners Long-only investor6.9%$227m170,429−7.5%reduced
Cypress Funds LLC Hedge fund6.4%$20.1m15,056−27%reduced
Maestria Partners LLC Hedge fund6.3%$18.2m13,6520.0%held
Hudson Way Capital Management LLC Hedge fund6.0%$67.1m50,410+2.1%added
Crow's Nest Holdings LP Hedge fund5.3%$17.6m13,200−44%reduced
Crystal Rock Capital Management Hedge fund4.1%$8.0m5,9700.0%held
Long Path Partners LP Hedge fund3.5%$8.1m6,078−6.2%reduced
Skye Global Management LP Hedge fund3.1%$160m120,000+1.7%added
Arrow Capital Management, LLC Hedge fund3.0%$5.4m4,0170.0%held
Goodnow Investment Group, LLC Hedge fund2.8%$27.3m20,482+14%added
Select Equity Group, L.P. Hedge fund2.5%$471m353,230+637%added
Archon Partners LLC Hedge fund2.5%$23.0m17,3000.0%held
Unifi Asset Management LP Hedge fund2.5%$3.5m2,6140.0%held
Third Point LLC Hedge fund2.3%$105m79,000+216%added
Broad Run Investment Management Long-only investor2.2%$14.4m10,8010.0%held
KP Management LLC Hedge fund2.1%$9.8m7,3500.0%held
Eos Management, L.P. Hedge fund1.3%$3.2m2,407−8.3%reduced
X-Square Capital, LLC Hedge fund0.8%$3.1m2,313+3.8%added
Alkeon Capital Management LLC Hedge fund0.8%$199m149,0780.0%held
Palliser Capital (UK) Ltd Hedge fund0.5%$999k750–new
Sands Capital Long-only investor0.4%$119m89,669−5.0%reduced
Capital Fund Management S.A. Hedge fund0.4%$59.8m44,921+52%added
Cinctive Capital Management LP Hedge fund0.3%$8.4m6,308–new
HighVista Strategies LLC Hedge fund0.3%$1.3m985−14%reduced
Landscape Capital Management, L.L.C. Hedge fund0.3%$4.5m3,379−0.8%reduced
Aventail Capital Group, LP Hedge fund0.3%$5.0m3,752–new
TenCore Partners, LP Hedge fund0.3%$354k266+13%added
Linonia Partnership LP Hedge fund0.3%$14.7m11,0220.0%held
Lone Pine Capital LLC Hedge fund0.2%$38.0m28,532−20%reduced
Oak Thistle LLC Hedge fund0.2%$2.3m1,740−71%reduced
Corient IA LP Hedge fund0.2%$240k1800.0%held
Graham Capital Management, L.P. Hedge fund0.2%$7.8m5,874–new
Zimmer Partners, LP Hedge fund0.2%$7.9m5,955−76%reduced