19
TDG
TRANSDIGM GROUP INC · Consumer Discretionary
Consensus score 19/100 · #24 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+3.5%
21-day momentum
+2.7%
recent volume
0.95×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
+1.1%
30-wk MA slope
-0.2%
rel. strength
-11.0
52-wk range
34%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
1
opened a position
Avg weight
8.5%
of their portfolios
Combined value
$1.26B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Altarock Partners Quality compounder | 25.5% | $1.05B | TRIM |
| Triple Frond Partners Concentrated | 12.8% | $123M | ADD |
| Broad Run Investment Mgmt Concentrated | 2.2% | $13M | HOLD |
| Third Point Activist | 1.4% | $29M | NEW |
| Lone Pine Capital Concentrated | 0.3% | $41M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.