Position
Third Point in Transdigm Group Inc
Back to the book · All holders of TDG
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $4.33M$1,158.96 → $1,332.04
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 25K | $29M | — | — | — | 1.4% |
| Q2 2026 | 79K | $105.2M | $1,332.04 | $4.33M | $71.9M | 2.2% |