泛达集团(TransDigm) TDG
$1,197.01 +$7.82 (+0.66%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $1,182.32 -1.23%
开盘$1,185.88
昨收$1,189.19
当日区间$1,178.98 – $1,204.44
成交量293.3K
市值$66.17B
市盈率（TTM）36.3
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例97.1%-0.14 个百分点，较上季度
持仓机构数1,313-6 ，较上季度
内部人近期交易23次买入 / 27次卖出净卖出
空头持仓比例1.89% 占流通股回补天数 3.2 · 截至 15 Oct 2026
卖空成交量占比16.4%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：+$11.36M（11个净流入日，9个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有48.0%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从1.72%升至1.89%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Select Equity Group, L.P. | Hedge Fund | 2026/Q3 | +305,287 | 0.6% |
| BlackRock | Mutual Fund | 2026/Q3 | +270,253 | 8.8% |
| Manulife Asset Management | Mutual Fund | 2026/Q3 | +202,300 | 0.7% |
| The WindAcre Partnership LLC | Mutual Fund | 2026/Q3 | +174,500 | 1.2% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +91,482 | 1.7% |
| Third Point LLC | Hedge Fund | 2026/Q3 | +54,000 | 0.1% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +44,914 | 0.1% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +43,037 | 0.7% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +42,490 | 4.6% |
| Soroban Capital Partners LP | Hedge Fund | 2026/Q3 | +42,000 | 1.6% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +41,786 | 0.5% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +38,344 | 0.1% |
| CIBC Private Wealth Advisors, Inc. | Mutual Fund | 2026/Q3 | +35,484 | 0.4% |
| Wells Fargo & Company | Public Company | 2026/Q3 | +34,311 | 0.3% |
| Charles Schwab Investment Management | Mutual Fund | 2026/Q3 | +32,710 | 0.8% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 14 Oct 2026 | Joel Reiss | Co-Chief Operating Officer | Derivative Exercise and Sale | -4,100 | $1,135.95 | 3,600 |
| 17 Sep 2026 | David Barr | Independent Director | Other Acquisition | +46 | $1,085.00 | 32,225 |
| 17 Sep 2026 | Robert Small | Lead Independent Director | Other Acquisition | +52 | $1,085.00 | 65,923 |
| 17 Sep 2026 | Gary McCullough | Independent Director | Other Acquisition | +41 | $1,085.00 | 993 |
| 17 Sep 2026 | Sean Hennessy | Independent Director | Other Acquisition | +46 | $1,085.00 | 33,836 |
| 17 Sep 2026 | Walter Howley | Independent Non-Executive Chairperson | Other Acquisition | +126 | $1,085.00 | 30,049 |
| 17 Sep 2026 | Michael Graff | Independent Director | Other Acquisition | +34 | $1,085.00 | 13,813 |
| 17 Sep 2026 | Irina Krasik | Director | Other Acquisition | +13 | $1,085.00 | 13 |
| 17 Sep 2026 | Peter Palmer | Director | Other Acquisition | +34 | $1,085.00 | 4,064 |
| 17 Sep 2026 | Michele Santana | Independent Director | Other Acquisition | +34 | $1,085.00 | 805 |
| 17 Sep 2026 | Jane Cronin | Independent Director | Other Acquisition | +34 | $1,085.00 | 734 |
| 14 Sep 2026 | Joel Reiss | Co-Chief Operating Officer | Derivative Exercise and Sale | -3,900 | $1,119.00 | 3,600 |
| 17 Aug 2026 | Walter Howley | Independent Non-Executive Chairperson | Derivative Exercise and Sale | -10,132 | $1,241.14 | 29,923 |
| 16 Aug 2026 | Joel Reiss | Co-Chief Operating Officer | Derivative Exercise and Sale | -3,900 | $1,253.08 | 3,600 |
| 19 Jul 2026 | Walter Howley | Independent Non-Executive Chairperson | Derivative Exercise and Sale | -10,132 | $1,224.14 | 29,923 |
| 17 Jun 2026 | Walter Howley | Independent Non-Executive Chairperson | Intent to Sell (Form 144) | -30,396 | $1,319.55 | – |
| 14 Jun 2026 | Joel Reiss | Co-Chief Operating Officer | Derivative Exercise and Sale | -3,900 | $1,287.59 | 3,600 |
| 17 May 2026 | Walter Howley | Independent Non-Executive Chairperson | Derivative Exercise and Sale | -10,132 | $1,189.02 | 29,923 |
| 14 May 2026 | Joel Reiss | Co-Chief Operating Officer | Derivative Exercise and Sale | -3,900 | $1,175.28 | 3,600 |
| 19 Apr 2026 | Walter Howley | Independent Non-Executive Chairperson | Derivative Exercise and Sale | -10,132 | $1,271.63 | 29,923 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 1,045,903 | 1.9% | 3.2 |
| 30 Sep 2026 | 1,199,613 | 2.2% | 2.7 |
| 15 Sep 2026 | 1,067,135 | 1.9% | 3.2 |
| 31 Aug 2026 | 899,190 | 1.6% | 2.5 |
| 14 Aug 2026 | 835,437 | 1.5% | 1.5 |
| 31 Jul 2026 | 962,406 | 1.7% | 2.9 |
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