TDG News and Press, Transdigm Group Incorporated Inc. From 04/12/21

TransDigm Group (TDG) announces that its wholly-owned subsidiary, TransDigm, is planning to offer $750M aggregate principal amount of senior subordinated notes in a private offering.Intends to use the net proceeds, plus cash on hand, to redeem all of its outstanding 6.500% senior subordinated...

Using the quarterly 13F filings, we extract 50 consensus stocks from 40 large hedge funds, each fund with more than $3.5 billion in assets under management. From 1/2/2016 to to-date, investing in all 50 stocks, equally weighted, would have produced a total return of 185.8%, an active ...

Using the quarterly 13F filings, we define a stock universe by extracting the 50 consensus stocks from 40 large hedge funds, each fund with more than $3.5 billion Assets Under Management. Instead of holding a portfolio of all 50 stocks, a rule based trading strategy periodically selec...

Chase Coleman’s 13F portfolio value increased from $35.5B to $39B this quarter. Tiger Global increased Uber Technologies, Snowflake, and DocuSign while decreasing Sunrun, Anaplan, MongoDB, and Twilio during the quarter. The largest three positions are JD.com, Microsoft, and...

Stephen Mandel’s 13F portfolio value increased ~19% from $23.20B to $27.51B. The number of positions increased from 32 to 41. Lone Pine Capital increased MercadoLibre and DexCom while dropping PayPal and Capital One Financial. The top three positions are Shopify, Coupa Soft...

Dan Loeb's 13F portfolio value increased from ~$10B to ~$13B this quarter. The number of positions increased from 47 to 73. Third Point added Alphabet and increased Avantor and Planet Fitness while reducing Amazon.com and Alibaba Group Holdings. The top three positions are at ~20%...

TransDigm is one of the largest aerospace stocks in the world and a major supplier of defense and aftermarket parts. The company has achieved an impressive growth streak and is expected to continue this after the pandemic. Unfortunately, the company has significant leverage due to...

OpenGate Capital , a global private equity firm, announced today that it has signed a definitive agreement to acquire the ScioTeq and TREALITY Simulation Visual Systems (“TREALITY”) businesses from TransDigm Group Incorporated (NYSE: TDG). The acquisition is subject to reg...

TransDigm ([[TDG]] +2.9%) opens higher after saying it agreed to sell its ScioTeq and Treality Simulation Visual Systems businesses to OpenGate Capital in a deal valued at ~$200M.The businesses develop and manufacture advanced visualization solutions primarily for the global defense, air traf...

TransDigm Plans to Divest ScioTeq and TREALITY Businesses to OpenGate Capital PR Newswire CLEVELAND , March 1, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft c...