Exited position

David Abrams’s TransDigm Group (TDG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Abrams Capital Management, L.P.Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares539.31KHighest verified quarter-end share count
Quarters reported14Verified quarters with shares above zero
What happened?

Abrams Capital Management, L.P. first reported TransDigm Group in Q1 2020. The reported position was reduced across later filings. The latest verified relationship event shows that Abrams Capital Management, L.P. sold the entire position in Q3 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2023
Sold the entire position−312.75K shares · No shares reported at quarter-end
Q2 2023
Sold 14.6% of the position−53.44K shares · 312.75K shares remained
Filing context

Quarter-end price $894.17 · Estimated holding basis $320.19

Q4 2022
Sold 32.1% of the position−173.12K shares · 366.19K shares remained
Filing context

Quarter-end price $629.65 · Estimated holding basis $320.19

Q1 2020
New position+539.31K shares · 539.31K shares reported
Filing context

Quarter-end price $320.19 · Estimated holding basis $320.19

11 unchanged quarters are collapsed by default.

Portfolio importance

How important was TransDigm Group in Abrams Capital Management, L.P.’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight8.0%Q2 2023
Last reported rank#4of 17 reported positions
Peak portfolio weight9.4%Q4 2020
Best historical rank#2Q4 2020
At peak importanceQ4 2020
TDG
9.4%
Largest holding
19.4%
Cross-investor discovery

Who else owns TransDigm Group?

Also reported by 3 other tracked investors in their latest verified filings.

Daniel LoebThird Point LLC
TDG2.3% of reported portfolio
Joel GreenblattGotham Asset Management
TDG0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
TDG0.0% of reported portfolio
Explore TransDigm Group across all tracked investors →
MarketInsiderLab research

Connected research on TransDigm Group

Only published MIL research mapped to the exact stock identity is shown here.

DECODERDylan Jovine’s “America’s Most Powerful Stock” Teaser: Is TransDigm (TDG) the Stock?Sep 1, 2026

Dylan Jovine’s “America’s Most Powerful Stock” identifies TransDigm (TDG). We verify the aerospace moat, special-dividend claims, growth and…

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1,086.052026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View TransDigm Group stock page →

This tracker follows Abrams Capital Management, L.P.’s Form 13F disclosures, not David Abrams’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.