← Top Holdings

TFXTELEFLEX INCORPORATED

CUSIP: 879369106

3

Guru Owners

$65.0M

Total Value Held

532,522

Total Shares

$46.3M
0.14%
$14.9M
0.24%
$3.8M
0.01%

📊 Fundamentals

Market Cap$6.1B
P/E Ratio106.8x
Above market avg
Forward P/E13.4x
P/FCF479.1x
EPS (TTM)$1.30
Revenue (TTM)$2.0B
Profit Margin-45.45%
Div Yield0.98%
Beta0.83

52-Week Range

$100.18
$139.67

Current: $138.81

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 106.8x trailing earnings → 13.4x forward · -45.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$16.2M$32.5M$48.7M$65.0MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $65.0M
REDUCEDRichard Pzena$46.3M
NEWEdgar Wachenheim$14.9M
REDUCEDRay Dalio$3.8M
Q3 '252 owners · $58.7M
INCREASEDRichard Pzena$47.4M
INCREASEDRay Dalio$11.3M
Q2 '252 owners · $42.8M
NEWRichard Pzena$42.1M
INCREASEDRay Dalio$625K
Q1 '251 owners · $279K
REDUCEDRay Dalio$279K
Q4 '241 owners · $935K
REDUCEDRay Dalio$935K
Q3 '241 owners · $1.9M
INCREASEDRay Dalio$1.9M

💰 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
1.0%current: 0.6%
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

TFX: Held by 3 superinvestors · 5 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-07-22
BUYLisa McClainR
$1,001 - $15,0002025-07-16
SELLRob BresnahanR
$1,001 - $15,0002025-02-25
SELLRo KhannaD
$1,001 - $15,0002025-02-19
SELLRo KhannaD
$1,001 - $15,0002024-11-15