TDG News and Press, Transdigm Group Incorporated Inc. From 06/06/20

This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman's Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global's regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Chase Coleman's Tiger ...

Airline stocks left for dead just a month ago are now soaring higher on the early signs of a post-pandemic recovery, and the elation sweeping through the sector is affecting shares of Boeing (NYSE: BA) as well as companies that make up the aerospace giant's supply chain. Boeing shares tra...

In its effort to negotiate its 737 Max order book and avoid cancellations, Boeing (NYSE: BA) has scored a pair of wins in recent days. Those, along with positive sentiment concerning the health of its airline customers, are giving a lift to the entire commercial supply chain on Wednesday. S...

Shares of TransDigm Group (NYSE: TDG) jumped 17% in May, according to data provided by S&P Global Market Intelligence , as investors gained confidence the commercial aerospace component manufacturer can weather a COVID-19 related downturn. Airlines have dramatically reduced their ope...

This article is part of a series that provides an ongoing analysis of the changes made to Stephen Mandel’s 13F portfolio on a quarterly basis. It is based on Mandel’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Stephen Mandel’s Lone Pine Capital P...

TransDigm ( TDG +3.3% ) jumps to its highest levels since mid-March after J.P. Morgan upgrades shares to Neutral from Underweight with a $415 price target, raised from $320, citing the company's proven track record of value creation. More news on: TransDigm Group Incorporated, Stocks o...

This article is part of a series that provides an ongoing analysis of the changes made to George Soros’s 13F stock portfolio on a quarterly basis. It is based on George Soros’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Soros Fund Management Holdings ar...

At the end of each quarter, hedge fund managers who have more than $100 million in asset under management have to reveal their portfolio positions within 45 days as part of their 13F filing. The deadline for the first quarter of 2020 reports was May 15th. I had the opportunity to review many...

The commercial aerospace sector has been hit hard by the COVID-19 pandemic, with airlines that just a few months ago were in expansion mode now doing everything they can to cut costs and raise liquidity. That means fewer planes in the air, fewer spare parts needed, and ultimately fewer new jet...

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 05/14/2020. Please visit our Tracking David Abrams’ Abrams Capital Management ...