← Top Holdings
TFXTELEFLEX INCORPORATED
CUSIP: 879369106
2
Guru Owners
$83.8M
Total Value Held
2.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Pzena Investment Management | 699125 | $83.6M | 0.27% | $119.61 | Q1 2026 | |
| Baupost Group | 1595000 | $191K | 3.73% | $0.12 | Q1 2026 |
📊 Fundamentals
Market Cap$5.9B
P/E Ratio2670.8x
Above market avg
Forward P/E12.7x
EPS (TTM)$0.05
Revenue (TTM)$2.1B
Profit Margin-47.43%
Div Yield1.02%
Beta0.82
52-Week Range
$100.18
$139.67
Current: $133.54
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 2670.8x trailing earnings → 12.7x forward · -47.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $83.8M
Q4 '253 owners · $65.0M
Q3 '252 owners · $58.7M
Q2 '252 owners · $42.8M
Q1 '251 owners · $279K
Q4 '241 owners · $935K
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 4.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.2%
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
TFX: Held by 2 superinvestors · 5 congress member trades
$1,001 - $15,0002025-07-22
$1,001 - $15,0002025-07-16
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-19
$1,001 - $15,0002024-11-15