← Top Holdings
TELTE Connectivity PLC
CUSIP: G87052109
6
Guru Owners
$4.82B
Total Value Held
21.2M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 14873850 | $3.38B | 1.83% | $227.51 | Q4 2025 | |
| Harris Associates | 3229986 | $734.9M | 0.93% | $227.51 | Q4 2025 | |
| First Pacific Advisors | 1779970 | $405.0M | 5.33% | $227.51 | Q4 2025 | |
| Pzena Investment Management | 811891 | $184.7M | 0.55% | $227.51 | Q4 2025 | |
| Bridgewater Associates | 440801 | $100.3M | 0.37% | $227.51 | Q4 2025 | |
| Matrix Asset Advisors | 46558 | $10.6M | 0.96% | $227.51 | Q4 2025 |
📊 Fundamentals
Market Cap$73.1B
P/E Ratio35.9x
Above market avg
Forward P/E20.1x
P/FCF36.8x
EPS (TTM)$6.93
Revenue (TTM)$18.1B
Profit Margin11.41%
Div Yield1.17%
Beta1.26
52-Week Range
$129.59
$252.56
Current: $249.08
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 35.9x trailing earnings → 20.1x forward · 11.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '256 owners · $4.82B
Q3 '256 owners · $5.34B
Q2 '256 owners · $4.71B
Q1 '256 owners · $3.71B
Q4 '243 owners · $2.31B
Q3 '243 owners · $2.44B
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
8%analyst est. 7.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.0%current: 11.0%
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
TEL: Held by 6 superinvestors · 13 congress member trades
$1,001 - $15,0002025-05-22
$1,001 - $15,0002025-04-23
$15,001 - $50,0002025-04-17
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-04-08
$15,001 - $50,0002025-03-25
$15,001 - $50,0002025-03-19
$1,001 - $15,0002025-02-19
$1,001 - $15,0002025-01-23
$1,001 - $15,0002025-01-17
$1,001 - $15,0002024-10-14
$1,001 - $15,0002024-10-04
$1,001 - $15,0002024-10-03