TDG News and Press, Transdigm Group Incorporated Inc. From 03/14/22

TransDigm (NYSE:TDG) agrees to acquire DART Aerospace, a Canadian provider of "highly engineered, unique helicopter mission equipment solutions that predominantly service civilian aircraft" for ~$360M in cash. The company expects DART, whose products "have a strong presence across major comme...

TransDigm Announces Acquisition of DART Aerospace PR Newswire CLEVELAND , March 14, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), announced today that it has entered into a definitive agreement to acquire DART Aerospace ("DART" or "the Company"),...

Chase Coleman’s 13F portfolio value decreased from $52.06B to $45.94B this quarter. Tiger Global increased Snowflake, Carvana, and Zoom Video while decreasing Microsoft and Amazon.com during the quarter. They also dropped TransDigm Group. The largest three positions are Mic...

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 Q4-2021 13F filings the consensus holdings were updated, 7 stocks were removed and 7 added from the unive...

Lone Pine Capital’s 13F portfolio value decreased from $29.68B to $24.41B. The number of positions decreased from 39 to 29. They increased Amazon, RH, NetEase, Confluent, and Marqeta while reducing Block and dropping Moderna and Meta Platforms. The top three positions are A...

Stocks splits are historically bullish for companies, the Research Investment Committee at BofA Securities says. "Average returns one year later are 25% (vs. 9% for the market)," strategist Jared Woodard and team wrote in a note Thursday. "Recently, splits have become scarce with returns more...

Dan Loeb's 13F portfolio value decreased from $18.32B to $14.33B this quarter. The number of positions decreased from 113 to 92. Third Point increased Amazon, RH, and Catalent while decreasing Upstart Holdings and Walt Disney during the quarter. The top three positions are at ~23%...

S&P 500's fortunes are tied to leading tech stocks which are heavily overvalued. There are signs of sector diversification but, overall, there are also strong signs of ratio cool-offs towards price normalization. There's very little to suggest any connection with the broader e...

TransDigm is recovering nicely, supported by higher aerospace traffic as well as its exposure in aftermarket and defense industries. The company is seeing strong (sequential) growth and is on pace to report rapidly accelerating free cash flow and EBITDA due to secular growth tailwinds...

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 Q4-2021 13F filings the consensus holdings were updated, 7 stocks were removed and 7 added from the unive...