TransDigm Group Incorporated (TDG) Rose as Air Travel Continued to Rebound

Insider Monkey05-10

Investment management company Vulcan Value Partners recently released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The firm is happy with the first quarter’s ...

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A copy of the letter can be downloaded here. The firm is happy with the first quarter’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/transdigm-group-incorporated-tdg-rose-095603629.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0198837287.USD","symbol_name":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/transdigm-group-incorporated-tdg-rose-095603629.html","article_id":"2434783623","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/b6v69SmW2ENavZ2Rj3JzIg--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/06f9582150c4e71a183f53b8417850bd"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2434783623","pubTimestamp":1715334963,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investment management companyVulcan Value Partnersrecently released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The firm is happy with the first quarter’s outcomes. All of the strategic composites generated positive returns, and many of them outperformed their respective benchmarks. In the quarter, the fund’s Large Cap Composite returned 12.0% net of fees and expenses, the Small Cap Composite returned 0.2% net, the Focus Composite returned 12.7% net, the Focus Plus composite returned 12.9%, and the All-Cap Composite returned 6.6% net. You can check the top 5 holdings of the fund to know its best picks in 2023.Vulcan Value Partners featured stocks like TransDigm Group Incorporated  in the first quarter 2024 investor letter. Headquartered in Cleveland, Ohio, TransDigm Group Incorporated  is an aircraft components manufacturer and supplier. On May 9, 2024, TransDigm Group Incorporated  stock closed at $1,318.86 per share. One-month return of TransD","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4187":"航天航空与国防","BK4585":"ETF&股票定投概念","TDG":"TransDigm","BK4550":"红杉资本持仓","BK4588":"碎股"},"translate_title":"随着航空旅行持续反弹，TransDigm Group Incorporated（TDG）股价上涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TDG":1},"content_text":"Investment management company Vulcan Value Partners recently released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The firm is happy with the first quarter’s outcomes. All of the strategic composites generated positive returns, and many of them outperformed their respective benchmarks. In the quarter, the fund’s Large Cap Composite returned 12.0% net of fees and expenses, the Small Cap Composite returned 0.2% net, the Focus Composite returned 12.7% net, the Focus Plus composite returned 12.9%, and the All-Cap Composite returned 6.6% net. You can check the top 5 holdings of the fund to know its best picks in 2023.\nVulcan Value Partners featured stocks like TransDigm Group Incorporated (NYSE:TDG) in the first quarter 2024 investor letter. Headquartered in Cleveland, Ohio, TransDigm Group Incorporated (NYSE:TDG) is an aircraft components manufacturer and supplier.  On May 9, 2024, TransDigm Group Incorporated (NYSE:TDG) stock closed at $1,318.86 per share. One-month return of TransDigm Group Incorporated (NYSE:TDG) was 6.80%, and its shares gained 65.50% of their value over the last 52 weeks. TransDigm Group Incorporated (NYSE:TDG) has a market capitalization of $73.801 billion.\nVulcan Value Partners stated the following regarding TransDigm Group Incorporated (NYSE:TDG) in its first quarter 2024 investor letter:\n\n\"TransDigm Group Incorporated (NYSE:TDG) is an aerospace company making OEM and aftermarket parts for commercial and military aircraft. Approximately 90% of its net sales are from proprietary parts. TransDigm reported double-digit organic revenue and profit growth in its most recent quarter as air travel continued to rebound from the pandemic. These results are on top of double-digit revenue and profit growth in its most recent fiscal year. TransDigm continues to generate strong free cash flow and is making intelligent capital allocation decisions. TransDigm was a material contributor last quarter as well.\"\n\n An aerial view of an aircraft factory, showing a flurry of activity on the factory floor. \nTransDigm Group Incorporated (NYSE:TDG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held TransDigm Group Incorporated (NYSE:TDG) at the end of the fourth quarter which was 67 in the previous quarter.\nWe previously discussed TransDigm Group Incorporated (NYSE:TDG) in another article, where we shared the list of best aerospace and defense stocks to invest in. In the Q4 2023 letter Vulcan Value Partners shared its expectation on TransDigm Group Incorporated's (NYSE:TDG) robust performance in 2024. In addition, please check out our hedge fund investor letters Q1 2024 page for more investor letters from hedge funds and other leading investors.   \nSuggested Articles:\n\n\n15 Biggest Latin American Banks\n\n20 Best Japanese Whiskies in 2024\n\n10 Weakest Militaries in Europe\n\nDisclosure: None. This article is originally published at Insider Monkey.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.5","shortVersion":"4.22.5","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2434783623"}