TFXTELEFLEX INCORPORATED

CUSIP: 879369106

Guru Owners

$65.0M

Total Value Held

532,522

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	379465	$46.3M	0.14%	$122.04	Q4 2025
Edgar Wachenheim	Greenhaven Associates	122079	$14.9M	0.24%	$122.04	Q4 2025
Ray Dalio	Bridgewater Associates	30978	$3.8M	0.01%	$122.04	Q4 2025

Richard Pzena

$46.3M

0.14%

Edgar Wachenheim

$14.9M

0.24%

Ray Dalio

$3.8M

0.01%

📊 Fundamentals

Market Cap$5.0B

P/E Ratio86.5x

Above market avg

Forward P/E11.1x

P/FCF390.5x

EPS (TTM)$1.31

Revenue (TTM)$2.0B

Profit Margin-45.45%

Div Yield1.20%

Beta0.86

52-Week Range

$100.18

$143.32

Current: $113.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 86.5x trailing earnings → 11.1x forward · -45.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

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