TRANSDIGM GROUP INC

Ticker: TDG CUSIP: 893641100 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (118)

Increased Positions (338)

Blacksheep Fund Management Ltd
Value ($000) $77,748 (+54.3%) Shares 58,464 (+53.0%)
Triple Frond Partners LLC
Value ($000) $138 (+84.0%) Shares 103,894 (+82.4%)
Soroban Capital Partners LP
Value ($000) $985,839 (+28.7%) Shares 747,970 (+28.7%)
CAT ROCK CAPITAL MANAGEMENT LP
Value ($000) $38,937 (+30.3%) Shares 29,279 (+29.1%)
Bluegrass Capital Partners LP
Value ($000) $23,937 (+17.2%) Shares 18,000 (+16.1%)
Heard Capital LLC
Value ($000) $226,911 (+9.9%) Shares 170,629 (+8.9%)
Spinecap SAS
Value ($000) $11,374 (+17.9%) Shares 8,553 (+16.8%)
Hudson Way Capital Management LLC
Value ($000) $97,482 (+7.5%) Shares 73,303 (+6.6%)
BRISTOL JOHN W & CO INC /NY/
Value ($000) $147,301 (+26.3%) Shares 110,765 (+25.2%)
Legal Advantage Investments, Inc.
Value ($000) $9,711 (+7.1%) Shares 7,302 (+6.1%)
Tuttle Capital Management, LLC
Value ($000) $787 (+24.4%) Shares 592 (+23.3%)
OAKMONT Corp
Value ($000) $34,323 (+3.2%) Shares 25,810 (+2.3%)
David R. Rahn & Associates Inc.
Value ($000) $3,700 (+312.8%) Shares 2,782 (+309.1%)
KP Management LLC
Value ($000) $6,649 (+18.7%) Shares 5,000 (+17.6%)
BEESE FULMER INVESTMENT MANAGEMENT, INC.
Value ($000) $11,874 (+299.8%) Shares 8,929 (+296.1%)
GOODNOW INVESTMENT GROUP, LLC
Value ($000) $20,536 (+8.6%) Shares 15,442 (+7.6%)
Point72 Asset Management, L.P.
Value ($000) $336,161 (+50910.0%) Shares 252,781 (+50456.2%)
Cornerstone Advisors, LLC
Value ($000) $18,381 (+203.2%) Shares 13,822 (+200.5%)
Chicago Capital, LLC
Value ($000) $76,302 (+6.2%) Shares 57,377 (+5.3%)
Alaethes Wealth LLC
Value ($000) $3,116 (+49.7%) Shares 2,343 (+48.4%)

Decreased Positions (312)

Dilation Capital Management LP
Value ($000) $5,815 (-43.7%) Shares 4,373 (-44.2%)
Stockbridge Partners LLC
Value ($000) $577,527 (-16.6%) Shares 434,280 (-17.3%)
Praesidium Investment Management Company, LLC
Value ($000) $34,842 (-16.1%) Shares 26,200 (-16.9%)
WINDACRE PARTNERSHIP LLC
Value ($000) $752,828 (-6.7%) Shares 566,100 (-7.6%)
Whitford Management LLC
Value ($000) $2,158 (-37.9%) Shares 1,623 (-38.5%)
CYPRESS FUNDS LLC
Value ($000) $35,524 (-19.2%) Shares 26,713 (-19.9%)
Investidor Profissional Gestao de Recursos Ltda.
Value ($000) $14,921 (-4.3%) Shares 11,220 (-5.2%)
EDGEWOOD MANAGEMENT LLC
Value ($000) $773,191 (-7.9%) Shares 581,412 (-8.7%)
Atalan Capital Partners, LP
Value ($000) $116,561 (-4.7%) Shares 87,650 (-5.5%)
Crow's Nest Holdings LP
Value ($000) $39,530 (-4.6%) Shares 29,725 (-5.4%)
Fairbanks Capital Management, Inc.
Value ($000) $12,805 (-4.6%) Shares 9,629 (-5.4%)
WESTFIELD CAPITAL MANAGEMENT CO LP
Value ($000) $21,534 (-92.5%) Shares 16,193 (-92.6%)
DF DENT & CO INC
Value ($000) $199,142 (-9.1%) Shares 149,748 (-9.9%)
MAR VISTA INVESTMENT PARTNERS LLC
Value ($000) $52,916 (-4.5%) Shares 39,791 (-5.4%)
Vulcan Value Partners, LLC
Value ($000) $320 (-99.9%) Shares 240,620 (-3.6%)
PRAGMA GESTAO DE PATRIMONIO LTD
Value ($000) $14,349 (-2.7%) Shares 10,790 (-3.6%)
GARDNER LEWIS ASSET MANAGEMENT L P
Value ($000) $4,500 (-36.4%) Shares 3,384 (-36.9%)
Sustainable Insight Capital Management, LLC
Value ($000) $4,246 (-28.3%) Shares 3,193 (-28.9%)
One Madison Group LLC
Value ($000) $25,267 (-4.1%) Shares 19,000 (-5.0%)
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Value ($000) $7,204 (-91.9%) Shares 5,417 (-92.0%)

Exited Positions (101)