← Top Holdings

TELTE Connectivity PLC

CUSIP: G87052109

5

Guru Owners

$3.62B

Total Value Held

17.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	14688950	$3.07B	1.69%	$209.02	Q1 2026
Steven Romick	First Pacific Advisors	1650857	$345.1M	4.83%	$209.02	Q1 2026
Richard Pzena	Pzena Investment Management	603978	$126.2M	0.41%	$209.02	Q1 2026
Ray Dalio	Bridgewater Associates	336174	$70.3M	0.31%	$209.02	Q1 2026
David Katz	Matrix Asset Advisors	32664	$6.8M	0.63%	$209.02	Q1 2026

$3.07B

1.69%

$345.1M

4.83%

$126.2M

0.41%

$70.3M

0.31%

$6.8M

0.63%

📊 Fundamentals

Market Cap$57.7B

P/E Ratio20.5x

Near market avg

Forward P/E15.7x

P/FCF24.9x

EPS (TTM)$9.67

Revenue (TTM)$18.7B

Profit Margin15.54%

Div Yield1.51%

Beta1.17

52-Week Range

$170.93

$252.56

Current: $197.84

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.5x trailing earnings → 15.7x forward · 15.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $3.62B

REDUCEDDodge & Cox$3.07B

REDUCEDSteven Romick$345.1M

REDUCEDRichard Pzena$126.2M

REDUCEDRay Dalio$70.3M

REDUCEDDavid Katz$6.8M

SOLDBill Nygren

Q4 '256 owners · $4.82B

REDUCEDDodge & Cox$3.38B

REDUCEDBill Nygren$734.9M

REDUCEDSteven Romick$405.0M

INCREASEDRichard Pzena$184.7M

INCREASEDRay Dalio$100.3M

REDUCEDDavid Katz$10.6M

Q3 '256 owners · $5.34B

REDUCEDDodge & Cox$3.52B

REDUCEDBill Nygren$879.8M

REDUCEDSteven Romick$465.2M

REDUCEDRichard Pzena$414.8M

INCREASEDRay Dalio$52.7M

REDUCEDDavid Katz$10.4M

Q2 '256 owners · $4.71B

INCREASEDDodge & Cox$2.87B

INCREASEDBill Nygren$927.6M

REDUCEDSteven Romick$448.1M

REDUCEDRichard Pzena$407.9M

INCREASEDRay Dalio$36.6M

REDUCEDDavid Katz$13.1M

Q1 '256 owners · $3.71B

INCREASEDDodge & Cox$2.26B

NEWBill Nygren$689.6M

INCREASEDSteven Romick$379.2M

NEWRichard Pzena$348.9M

REDUCEDRay Dalio$17.5M

REDUCEDDavid Katz$12.6M

Q4 '244 owners · $2.69B

REDUCEDDodge & Cox$2.28B

REDUCEDSteven Romick$380.6M

REDUCEDDavid Katz$13.2M

REDUCEDRay Dalio$12.1M

💰 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

8%analyst est. 8.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.4%current: 12.4%

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 5 superinvestors · 13 congress member trades

BUYJosh GottheimerD

$1,001 - $15,0002025-05-22

$1,001 - $15,0002025-04-23

SELLJosh GottheimerD

$15,001 - $50,0002025-04-17

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

SELLGreg LandsmanD

$15,001 - $50,0002025-03-25

SELLSheri BiggsR

$15,001 - $50,0002025-03-19

$1,001 - $15,0002025-02-19

BUYJosh GottheimerD

$1,001 - $15,0002025-01-23

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-10-14

BUYJosh GottheimerD

$1,001 - $15,0002024-10-04

BUYJosh GottheimerD

$1,001 - $15,0002024-10-03