Yahoo · Oct 29, 2026
Vulcan Value Partners is Expanding its TransDigm Group Incorporated (TDG) Position Amid Q3 Price Weakness
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here. The portfolio reported a strong quarter, with all strategies except Small Cap reporting positive absolute results, with Small Cap down about 1%. In the quarter, the Large Cap Composite (Net) returned 7.4%, the Small Cap Composite (Net) returned […]


