TRANSDIGM GROUP INC
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Mark Massey | 25.28% | Reduce 1% | 969.4K | $1.29B | Q4 2025 |
| Bryan Lawrence | 13.78% | — | 24.2K | $32.1M | Q4 2025 |
| Stephen Mandel | 0.19% | Buy | 19.2K | $25.6M | Q4 2025 |
| AKO Capital | 0.04% | Buy | 756 | $1.0M | Q4 2025 |
| Triple Frond Partners | 0.02% | Add 82% | 103.9K | $138K | Q4 2025 |
| Vulcan Value Partners | 0.01% | Reduce 4% | 240.6K | $320K | Q4 2025 |