Dan Loeb's Third Point significantly increased its position in aerospace manufacturer TransDigm Group (TDG) during the second quarter of 2026. According to a quarterly report filed with the SEC, the firm's holdings rose from 25,000 to 79,000 shares, a 216% increase. The value of the investment grew from $28.97 million to $105.23 million as of the report's June 30, 2026 period end.
As with all 13F filings, this disclosure reflects a position held at the end of the quarter and does not represent a real-time trade. The filing, made on August 14, 2026, shows the increased stake now constitutes 2.25% of Third Point's reported portfolio, up from 1.39%. This move comes as TransDigm recently beat earnings estimates and announced the acquisition of Prince & Izant.