What smart money is saying about TransDigm Group Inc.
3 funds in our archive have pitched TransDigm Group Inc. — most recently YCG Investments in December 2025.
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
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Position history
Between Q4 2024 and Q2 2026, 7 fund letters reported a position in TransDigm Group Inc. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 2 | 1 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 7 positions · 4 moves
- June 2026
“We added to our holdings in Netflix (NFLX) and trimmed Alphabet (GOOG), Amazon (AMZN), Analog Devices (ADI), and TransDigm (TDG).”
TransDigm Group Inc. - HoldsBaron Small Cap FundJune 2026
Listed in Baron Small Cap Fund’s reported holdings.
TransDigm Group Inc. - June 2026
Listed in Baron Small Cap Strategy’s reported holdings.
TransDigm Group Inc. - June 2026
“We added to our position in TransDigm early in the quarter when its price to value ratio was more attractive.”
TransDigm Group Inc. - June 2026
“TransDigm is an aerospace company making OEM and aftermarket parts for commercial and military aircraft. Approximately 90% of its net sales are from proprietary parts. TransDigm reported double-digit organic revenue and profit growth in its most recent quarter. The company produces robust FCF and is using its FCF to repurchase its discounted stock. Despite headwinds from the Iranian War, the company raised its guidance as strength in other areas more than offset weakness in the Middle East. Similar to Ryan, TransDigm’s stock price was volatile during the second quarter while our estimate of its fair value grew at a double-digit rates. We added to our position in TransDigm early in the quarter when its price to value ratio was more attractive.”
TransDigm Group Inc. - ExitedLarge-Cap GrowthMarch 2026
“ We exited TransDigm Group (TDG) as we identified a more attractive opportunity within the aerospace aftermarket through our investment in HEICO.”
TransDigm Group Inc. - March 2026
“TransDigm Group (TDG) was a negative contributor to portfolio performance in Q1 2026, as investor sentiment weakened despite a fundamentally solid quarterly print.”
TransDigm Group Inc.
Also mentioned · 1
These funds discuss TransDigm Group Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedNexPoint Merger Arbitrage FundJune 2026
“The Department has threatened to sue only one merger — TransDigm’s ~$960 million acquisition of Stellant Systems—since the start of the second Trump administration.”
TransDigm Group Inc.
Fund coverage · 3 theses
- YCG InvestmentsDecember 2025
TransDigm is a leading aerospace parts supplier with mission-critical, proprietary, low-cost components that create a durable, high-pricing-power aftermarket annuity and attractive long-term growth.
Read the full thesis - Artemis US Extended Alpha FundJune 2025
TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins, trading at a discount despite its solid aftermarket and defense market prospects.
Read the full thesis - EdgewoodDecember 2024
TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.
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