Tracking David Abrams' Abrams Capital Management Portfolio - Q3 2023 Update [Seeking Alpha]
Transdigm Group Incorporated (TDG)
Last transdigm group incorporated earnings: 2/4 07:15 am
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US:NYSE Investor Relations:
transdigm.com/investor-relations
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Source: Seeking Alpha
The top three stakes make up approximately 49% of the portfolio, while the top five holdings account for around 67%. TransDigm Group stake was disposed, and Meta Platforms stake was reduced during the quarter. This article is part of a series that provides an ongoing analysis of the changes made to David Abrams' 13F portfolio on a quarterly basis. It is based on Abrams' regulatory 13F Form filed on 11/13/2023. Please visit our Tracking David Abrams' Abrams Capital Management article for an idea on his investment philosophy and our last update for the fund's moves during Q2 2023. This quarter, Abrams' 13F portfolio value decreased from $3.48B to $3.03B. The number of holdings decreased from 16 to 14. The top three stakes are at ~49% of the 13F portfolio while the top five holdings are at ~67%. Stake Disposals: Horizon Therapeutics: Horizon Therapeutics was a merger-arbitrage stake established last quarter. Amgen ( AMGN ) acquired Horizon Therapeutics in a $116.50 cash deal a
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News
- Is TransDigm Group (TDG) One of the Best Aerospace and Defense Stocks to Buy According to Wall Street Analysts? [Yahoo! Finance]Yahoo! Finance
- One TransDigm Group Insider Raised Stake By 85% In Previous Year [Yahoo! Finance]Yahoo! Finance
- TransDigm: Unique Business Model Drives Profit Margins [Seeking Alpha]Seeking Alpha
- OpenGate Capital Completes ScioTeq Sale to Tikehau CapitalBusiness Wire
- TransDigm Group: Solid Business With Great Fundamentals [Seeking Alpha]Seeking Alpha
TDG
Earnings
- 11/12/25 - Beat
TDG
Sec Filings
- 12/16/25 - Form 4
- 12/11/25 - Form 4
- 12/10/25 - Form 144
- TDG's page on the SEC website