Mark Massey trimmed TDG · TransDigm Group Incorporated
$913M · now 21.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$1217 now
OUR VALUE
$1217 today
low $745mid $993high $1241
3 models, as of 2026-11-13.
They sold inside our value range.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。