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TransDigm

Sector Industrials

3 letters mention TransDigm, from 2 managers.

• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.