TransDigm Group Incorporated
US ˙ NYSE ˙ US8936411003

SecurityTDG / TransDigm Group Incorporated
InstitutionFirst Manhattan Co
Latest Disclosed Ownership493 shares
Latest Disclosed Value $ 571,367
First Manhattan Co reports 37.20% decrease in ownership of TDG / TransDigm Group Incorporated

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 493 shares of TransDigm Group Incorporated (US:TDG) valued at $571,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 785 shares of TransDigm Group Incorporated. This represents a change in shares of -37.20% during the quarter. The current value of the position is $597,304 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TRANSDIGM GROUP COM 893641100 493 -292 -37.20 571 -45.25 0.0016
2026-02-17 2025-12-31 13F TRANSDIGM GROUP COM 893641100 785 255 48.11 1,044 49.43 0.0027
2025-11-14 2025-09-30 13F TRANSDIGM GROUP COM 893641100 530 3 0.57 699 -12.86 0.0018
2025-08-14 2025-06-30 13F TRANSDIGM GROUP COM 893641100 527 2 0.38 801 10.33 0.0023
2025-05-15 2025-03-31 13F TRANSDIGM GROUP COM 893641100 525 0 0.00 726 9.17 0.0021
2025-02-14 2024-12-31 13F TRANSDIGM GROUP COM 893641100 525 0 0.00 665 -11.21 0.0020
2024-11-14 2024-09-30 13F TRANSDIGM GROUP COM 893641100 525 0 0.00 749 11.79 0.0022
2024-08-15 2024-06-30 13F/A-1 TRANSDIGM GROUP COM 893641100 525 0 0.00 671 3.72 0.0022
2024-08-14 2024-06-30 13F TRANSDIGM GROUP COM 893641100 525 0 671 0.0022
2024-05-15 2024-03-31 13F TRANSDIGM GROUP COM 893641100 525 -5 -0.94 647 20.52 0.0021
2024-02-13 2023-12-31 13F TRANSDIGM GROUP COM 893641100 530 -9 -1.67 536 18.06 0.0019
2023-11-14 2023-09-30 13F TRANSDIGM GROUP COM 893641100 539 0 0.00 454 -5.61 0.0017
2023-08-14 2023-06-30 13F TRANSDIGM GROUP COM 893641100 539 9 1.70 482 23.33 0.0018
2023-05-15 2023-03-31 13F TRANSDIGM GROUP COM 893641100 530 0 0.00 391 17.12 0.0015
2023-02-14 2022-12-31 13F TRANSDIGM GROUP COM 893641100 530 0 0.00 334 19.78 0.0012
2022-11-14 2022-09-30 13F TRANSDIGM GROUP COM 893641100 530 -125 -19.08 278 -20.80 0.0012
2022-08-15 2022-06-30 13F TRANSDIGM GROUP COM 893641100 655 0 0.00 351 -17.61 0.0014
2022-05-16 2022-03-31 13F TRANSDIGM GROUP COM 893641100 655 125 23.58 426 26.41 0.0014
2022-02-14 2021-12-31 13F TRANSDIGM GROUP COM 893641100 530 0 0.00 337 1.81 0.0011
2021-11-15 2021-09-30 13F TRANSDIGM GROUP COM 893641100 530 0 0.00 331 -3.50 0.0012
2021-08-16 2021-06-30 13F TRANSDIGM GROUP COM 893641100 530 -40 -7.02 343 2.39 0.0013
2021-05-14 2021-03-31 13F TRANSDIGM GROUP COM 893641100 570 0 0.00 335 -4.83 0.0014
2021-02-16 2020-12-31 13F TRANSDIGM GROUP COM 893641100 570 0 0.00 352 30.37 0.0017
2020-11-12 2020-09-30 13F TRANSDIGM GROUP COMMON 893641100 570 -1 -0.18 270 7.14 0.0014
2020-08-14 2020-06-30 13F TRANSDIGM GROUP COMMON 893641100 571 0 0.00 252 38.46 0.0015
2020-05-06 2020-03-31 13F TRANSDIGM GROUP COMMON 893641100 571 -74 -11.47 182 -49.58 0.0012
2020-02-13 2019-12-31 13F TRANSDIGM GROUP COMMON 893641100 645 -225 -25.86 361 -20.13 0.0018
2019-11-13 2019-09-30 13F TRANSDIGM GROUP COMMON 893641100 870 -750 -46.30 452 -42.27 0.0025
2019-08-16 2019-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,620 0 0.00 783 6.53 0.0043
2019-04-12 2019-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,620 0 0.00 735 33.64 0.0042
2019-01-30 2018-12-31 13F TRANSDIGM GROUP COMMON 893641100 1,620 500 44.64 550 32.21 0.0034
2018-10-15 2018-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 416 7.77 0.0022
2018-08-01 2018-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 386 12.54 0.0022
2018-04-20 2018-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 343 11.73 0.0020
2018-01-22 2017-12-31 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 307 7.34 0.0017
2017-10-25 2017-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 286 -4.98 0.0016
2017-08-10 2017-06-30 13F/A-2 TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 301 22.36 0.0018
2017-08-01 2017-06-30 13F/A-1 TRANSDIGM GROUP COMMON 893641100 1,120 0 301 0.0018
2017-07-28 2017-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 301
2017-04-25 2017-03-31 13F/A-1 TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 246 -11.51 0.0015
2017-04-24 2017-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,120 323
2017-01-25 2016-12-31 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 278 -13.93 0.0017
2016-10-20 2016-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 323 9.49 0.0020
2016-07-14 2016-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,120 0 0.00 295 19.92 0.0018
2016-04-22 2016-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,120 270 31.76 246 26.80 0.0015
2016-01-20 2015-12-31 13F TRANSDIGM GROUP COMMON 893641100 850 -950 -52.78 194 -49.21 0.0012
2015-10-26 2015-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,800 0 0.00 382 -5.45 0.0025
2015-07-17 2015-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,800 -151 -7.74 404 -5.16 0.0024
2015-04-30 2015-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,951 257 15.17 426 28.31 0.0025
2015-01-20 2014-12-31 13F TRANSDIGM GROUP COMMON 893641100 1,694 194 12.93 332 20.29 0.0019
2014-10-23 2014-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,500 0 0.00 276 10.40 0.0016
2014-08-14 2014-06-30 13F/A-1 TRANSDIGM GROUP COMMON 893641100 1,500 0 0.00 250 -9.75 0.0016
2014-05-16 2014-03-31 13F TRANSDIGM GROUP COMMON 893641100 1,500 0 0.00 277 14.94 0.0018
2014-02-04 2013-12-31 13F TRANSDIGM GROUP COMMON 893641100 1,500 0 0.00 241 15.87 0.0016
2013-10-29 2013-09-30 13F TRANSDIGM GROUP COMMON 893641100 1,500 500 50.00 208 45.45 0.0015
2013-08-13 2013-06-30 13F TRANSDIGM GROUP COMMON 893641100 1,000 1,000 143 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.