Which superinvestors hold Transdigm Group Inc (TDG)?

Per the latest SEC 13F filings, 7 superinvestors hold Transdigm Group Inc (TDG): Mark Massey, C.T. Fitzpatrick, Stuart Mclaughlin, Daniel Loeb, Stephen Mandel, Bryan Lawrence, Ray Dalio. Combined value held is about $1.71B, with Mark Massey the largest holder.

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Transdigm Group Inc

TDG

Held by 7 superinvestors.

Price$1207.06

Holders7

Total value$1.71B

SEC 10-K · fundamentals

Business quality

as of 2025-09-30

Valuation basis: trailing twelve months to 2026-06-27 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +11.2%
Net margin: 23.5%
ROE: -21.4%
FCF margin: 20.6%

Revenue $5.10B → $8.83B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

7 holders · $1.71B combined · this quarter +0 opened / -0 exited

This quarter1 added4 trimmed

Holders 5 → 7 · last 8q

Investor	Value	Shares	Weight (prev→now)
Mark Massey	$1.17B	875,755	25.5% → 27.5% ▲
C.T. Fitzpatrick	$227.0M	170,429	5.7% → 6.9% ▲
Stuart Mclaughlin	$141.9M	106,544	12.8% → 12.7% ▼
Daniel Loeb	$105.2M	79,000	1.4% → 2.3% ▲
Stephen Mandel	$38.0M	28,532	0.3% → 0.2% ▼
Bryan Lawrence	$32.2M	24,170	12.4% → 12.0% ▼
Ray Dalio	$2.5M	1,855	0.0% → 0.0% ▼

Mark Massey
Value$1.17BWeight (prev→now)25.5% → 27.5% ▲
C.T. Fitzpatrick
Value$227.0MWeight (prev→now)5.7% → 6.9% ▲
Stuart Mclaughlin
Value$141.9MWeight (prev→now)12.8% → 12.7% ▼
Daniel Loeb
Value$105.2MWeight (prev→now)1.4% → 2.3% ▲
Stephen Mandel
Value$38.0MWeight (prev→now)0.3% → 0.2% ▼
Bryan Lawrence
Value$32.2MWeight (prev→now)12.4% → 12.0% ▼
Ray Dalio
Value$2.5MWeight (prev→now)0.0% → 0.0% ▼

SEC 13F · notes

Written summary

Transdigm Group Inc (TDG) is held by 7 of the superinvestors tracked on Compounder, with a combined $1.71B in reported 13F value. The largest position belongs to Mark Massey, where it makes up 27.5% of the portfolio.

Other notable holders by value include C.T. Fitzpatrick (6.9% of its book), Stuart Mclaughlin (12.7% of its book) and Daniel Loeb (2.3% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in TDG, 1 added to existing ones, 4 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-17

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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