Current position

Joel Greenblatt’s TransDigm Group (TDG) position

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

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2011Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares129.20KHighest verified quarter-end share count
Quarters reported48Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported TransDigm Group in Q2 2011. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 39.09K shares. The latest verified filing showed: Bought 155.6% more.

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.

Q2 2026
Bought 155.6% more+23.80K shares · 39.09K shares reported after the change
Filing context

Quarter-end price $1,332.04 · Estimated holding basis $1,255.11

Q1 2026
Sold 34.9% of the position−8.22K shares · 15.29K shares remained
Filing context

Quarter-end price $1,158.96 · Estimated holding basis $1,135.43

Q4 2025
Bought 22.9% more+4.38K shares · 23.51K shares reported after the change
Filing context

Quarter-end price $1,329.85 · Estimated holding basis $1,135.43

Q3 2025
Sold 2.1% of the position−409 shares · 19.13K shares remained
Filing context

Quarter-end price $1,318.02 · Estimated holding basis $1,090.94

Q2 2025
Bought 1.9% more+371 shares · 19.54K shares reported after the change
Filing context

Quarter-end price $1,520.64 · Estimated holding basis $1,090.94

Q1 2025
Bought 7.6% more+1.35K shares · 19.17K shares reported after the change
Filing context

Quarter-end price $1,383.29 · Estimated holding basis $1,082.62

Portfolio importance

How important is TransDigm Group in Gotham Asset Management’s reported portfolio?

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

Current portfolio weight0.1%Q2 2026
Current rank#171of 1791 reported positions
Peak portfolio weight0.5%Q4 2020
Best historical rank#18Q4 2020
At peak importanceQ4 2020
TDG
0.5%
Largest holding
2.5%
Cross-investor discovery

Who else owns TransDigm Group?

Also reported by 2 other tracked investors in their latest verified filings.

Daniel LoebThird Point LLC
TDG2.3% 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 filing quarter-end price$1,332.04Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$1,255.11Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View TransDigm Group stock page →

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.