Wally Weitz opened TDG · TransDigm Group Incorporated
$7M · now 0.5% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 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.
$1219 now
OUR VALUE
$1219 today
low $582mid $776high $970
3 models, as of 2026-11-12.
Priced past our value: the move has played out.
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。