TDG News and Press, Transdigm Group Incorporated Inc. From 10/05/21

UBS tracks across sectors to find stocks with strong pricing power that are seen as poised to outperform even with the torrent of warnings on margin pressures running across the wires. The firm says pricing power is an important theme for relative returns with surging shipping costs, rising r...

Chase Coleman’s 13F portfolio value increased from $43.47B to $53.76B this quarter. Tiger Global increased DocuSign, DoorDash, Shopify, and Zoom Video while decreasing Roblox, Salesforce.com, and Apollo Global Management during the quarter. The largest three positions are J...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q2-2021 13F filings, the consensus holdings were updated. 6 stocks were removed and 6 added from the univ...

Lone Pine Capital’s 13F portfolio value increased from $27.53B to $31.66B. The number of positions decreased from 38 to 36. They added Moderna, RH, and Twitter and increased Square and ServiceNow. Also, they dropped Mercadolibre, Netflix, Atlassian, Bilibili, and Snowflake. ...

Dan Loeb's 13F portfolio value increased from $14.83B to $17.08B this quarter. The number of positions increased from 125 to 126. Third Point added SoFi Technologies and increased Intel Corp. and Cano Health during the quarter. They also dropped IAA Inc. and reduced Charter Communicat...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion in Assets Under Management. After the Q2-2021 13F filings the consensus holdings were updated, 6 stocks were removed and 6 added from the un...

TransDigm Group Incorporated Update on Approach to Meggitt PLC NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION. THIS IS AN ANNOUNCEMENT FALLING UNDER RULE 2.8 OF THE CITY CODE ...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q2-2021 13F filings, the consensus holdings were updated, 6 stocks were removed and 6 added from the univ...

Retirees have had a serious problem obtaining reasonably safe sources of income to pay their bills and finance their lifestyles for most of the past decade. HYT invests in a highly diversified portfolio of high-yield assets to help them overcome this problem. Although these are ju...

David Abrams’ 13F portfolio value increased marginally this quarter from $4.44B to $4.50B. The number of positions remained steady at 16. Abrams Capital Management increased Change Healthcare during the quarter. The top three positions are Lithia Motors, Facebook, and Asbur...