← Top Holdings

TELTE Connectivity PLC

CUSIP: G87052109

4

Guru Owners

$4.23B

Total Value Held

18.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	14873850	$3.38B	1.83%	$227.51	Q4 2025
Bill Nygren	Harris Associates	3229986	$734.9M	0.93%	$227.51	Q4 2025
Ray Dalio	Bridgewater Associates	440801	$100.3M	0.37%	$227.51	Q4 2025
David Katz	Matrix Asset Advisors	46558	$10.6M	0.96%	$227.51	Q4 2025

$3.38B

1.83%

$734.9M

0.93%

$100.3M

0.37%

$10.6M

0.96%

📊 Fundamentals

Market Cap$60.4B

P/E Ratio29.7x

Above market avg

Forward P/E16.6x

P/FCF30.4x

EPS (TTM)$6.94

Revenue (TTM)$18.1B

Profit Margin11.41%

Div Yield1.38%

Beta1.25

52-Week Range

$116.30

$250.67

Current: $205.85

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.7x trailing earnings → 16.6x forward · 11.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $4.23B

REDUCEDDodge & Cox$3.38B

REDUCEDBill Nygren$734.9M

INCREASEDRay Dalio$100.3M

REDUCEDDavid Katz$10.6M

Q3 '254 owners · $4.46B

REDUCEDDodge & Cox$3.52B

REDUCEDBill Nygren$879.8M

INCREASEDRay Dalio$52.7M

REDUCEDDavid Katz$10.4M

Q2 '254 owners · $3.85B

INCREASEDDodge & Cox$2.87B

INCREASEDBill Nygren$927.6M

INCREASEDRay Dalio$36.6M

REDUCEDDavid Katz$13.1M

Q1 '254 owners · $2.98B

INCREASEDDodge & Cox$2.26B

NEWBill Nygren$689.6M

REDUCEDRay Dalio$17.5M

REDUCEDDavid Katz$12.6M

Q4 '243 owners · $2.31B

REDUCEDDodge & Cox$2.28B

REDUCEDDavid Katz$13.2M

REDUCEDRay Dalio$12.1M

Q3 '243 owners · $2.44B

No changes

💰 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. 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 4 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

TEL Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker