← Top Holdings

TDYTeledyne Technologies, Inc.

CUSIP: 879360105

2

Guru Owners

$861.8M

Total Value Held

1.7M

Total Shares

$860.8M
0.46%
$1.1M
0.02%

📊 Fundamentals

Market Cap$30.4B
P/E Ratio34.2x
Above market avg
Forward P/E25.2x
P/FCF44.3x
EPS (TTM)$18.91
Revenue (TTM)$6.1B
Profit Margin14.63%
Beta0.97

52-Week Range

$419.00
$693.38

Current: $647.64

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.2x trailing earnings → 25.2x forward · 14.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$247.4M$494.8M$742.3M$989.7MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $861.8M
INCREASEDDodge & Cox$860.8M
REDUCEDDonald Yacktman$1.1M
SOLDRay Dalio
Q3 '253 owners · $989.7M
INCREASEDDodge & Cox$985.1M
REDUCEDRay Dalio$3.2M
REDUCEDDonald Yacktman$1.4M
Q2 '253 owners · $773.2M
NEWDodge & Cox$767.3M
NEWRay Dalio$4.1M
REDUCEDDonald Yacktman$1.8M
Q1 '251 owners · $2.2M

No changes

Q4 '241 owners · $2.1M
REDUCEDDonald Yacktman$2.1M
Q3 '241 owners · $3.3M
INCREASEDDonald Yacktman$3.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 5.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.2%current: 11.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TDY: Held by 2 superinvestors · 6 congress member trades

SELLApril McClain DelaneyD
$1,001 - $15,0002025-12-02
SELLApril McClain DelaneyD
$1,001 - $15,0002025-10-31
BUYRob BresnahanR
$1,001 - $15,0002025-04-08
SELLJohn DelaneyD
$15,001 - $50,0002025-02-22
SELLRo KhannaD
$1,001 - $15,0002025-01-17
SELLRo KhannaD
$1,001 - $15,0002024-11-15