TransDigm Group (TDG)King Luther Capital Management Corp reduced its stake -14K shares

94K

Shares reported · -14K vs prior quarter

0.52%

Disclosed portfolio weight

$126M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 23, 2026Federal contract · $13.3M obligatedDepartment of Defense awarded TransDigm Group: $13.3M obligated to date
2. Mar 27, 2026CongressDisclosed purchase of TDG — reported range $1,001 - $15,000
3. May 14, 2026Federal contract · $18.1M obligatedDepartment of Defense awarded TransDigm Group: $18.1M obligated to date
4. Jun 15, 2026Insider · 1 personInsiders: 18 sales (~$5.0M)
5. Jul 15, 2026Insider · 1 personInsiders: 33 sales (~$4.7M)
6. Jul 20, 2026Insider · 1 personInsiders: 12 sales (~$12.3M)
7. Jul 22, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 22, 2026, the Board of Directors (the “Board”) of TransDigm Group Incorporated (the “Company” or “TransDigm”) appointed Irina Krasik to the Company’s Board of Directors, effective immediately.”
8. Jul 28, 2026CongressDisclosed purchase of TDG — reported range $1,001 - $15,000
9. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 17, 2026Insider · 1 personInsiders: 13 sales (~$4.5M)
2. Sep 28, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for TransDigm Group

For TransDigm Group, OQRO holds 106 insider filings (SEC Form 4 or Form 144), 3 Congress trade reports, 28 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TDG page.

How this filing works

• SEC Form 13F

Other disclosures at TransDigm Group

• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026

Everything OQRO holds on this company is on its TDG page.