TFX

TFX

TFX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 25, 2025	Pzena Global Small Cap Focused Value Strategy	7.6%	2.9%	AAP, AKE.PA, DAN, HEL, HUN, JELD, LITE, RHI, TFX, TYDSF, VREX	Cyclical, global, small caps, tariffs, value, volatility	Portfolio positioned towards economically sensitive and cyclical names with attractive valuations. Manager emphasizes value opportunities created by market volatility and macro uncertainty affecting small cap stocks.	NOKBF RHI TFX ARKM.PA	View
2024 Q2	Jul 10, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	ABT, ACN, AME, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	AI continues to drive market gains with the Magnificent 7 responsible for the majority of S&P 500 returns. Nvidia sees accelerating demand for GPU semiconductors from hyperscalers and enterprises for AI computing. Amphenol benefits from increased spending on AI-enabled data center architectures requiring higher interconnect content.	MCHP BSX APH NSC DAR GOOGL NVDA	View
2024 Q2	Jul 10, 2024	Aristotle Core Equity Fund	2.9%	21.3%	AAPL, ABT, ACN, AME, AMZN, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, META, MSFT, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	The fund benefited from AI-driven demand for NVIDIA's GPU semiconductors from hyperscalers and enterprises. Amphenol is positioned to benefit from increased spending by cloud-service providers on new data center architectures that enable AI computing technologies. The fund sees AI as a broadening secular trend driving equity markets.	MCHP BSX APH	View
2024 Q2	Jun 30, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	The strategy holds AI beneficiaries like AppLovin and Marvell Technology. Despite short-term pressure from DeepSeek concerns, the managers believe AI-enabled advertising platforms and data center infrastructure remain compelling long-term opportunities in the mid cap space.		View
2025 Q1	Apr 24, 2025	Diamond Hill Mid Cap	-1.3%	-1.3%	AIG, ALK, ASH, BSX, CIEN, COOP, ESAB, HII, ILMN, L, MLM, RRX, RYN, ST, TFX, TRU, UDR, VRSN, VTR, WCC	defense, financials, healthcare, mid cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including Liberation Day tariffs and threatened 104% tariffs on China in response to retaliation. Markets are nervous about wholesale reworking of global trade landscape affecting historical allies like Taiwan. Companies are preemptively announcing US investments to avoid tariffs.		View
2025 Q1	Apr 24, 2025	Diamond Hill Small-Mid Cap Strategy	-4.2%	-4.2%	ALGT, ALK, BLDR, CIEN, COOP, CTRA, HII, ILMN, INFA, LOB, MGY, RRX, RYN, SXT, TFX, TRU, VRSN, WCC, WNS	defense, mid cap, small cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including a 104% tariff on China in response to retaliation, creating tremendous uncertainty around trade policy shifts. Markets are struggling to digest whether tariffs are negotiation tactics or permanent reshaping of world trade order. The US-China trade relationship is front and center in this showdown with potential for full-blown trade war.		View
2024 Q1	Apr 15, 2024	Conestoga SMid Cap Composite	12.9%	12.1%	AXON, BFAM, CWST, DSGX, EXPO, FIVN, FSV, MRCY, NEOG, NOVT, PYCR, QTWO, RGEN, ROAD, ROL, SPSC, TFX, TREX, WK, WSO	growth, industrials, infrastructure, mid cap, small cap, software, technology, Waste management	The Infrastructure Investment and Jobs Act (IIJA) is creating significant demand for construction, repair, and maintenance of America's surface infrastructure. Construction Partners has benefited with 13 consecutive quarters of backlog growth as strong demand offsets seasonal weakness.		View
2026 Q1	Apr 1, 2026	Palm Valley Capital Management	0.7%	0.7%	CHRD, DOX, FLO, FPI, HTLD, KELYA, LKQ, PHYS, RGP, RYN, TFX	AI, Cyclical, small cap, Staffing, undervalued, value		CHRD RYN DOX	View
2024 Q4	Dec 31, 2024	Diamond Hill Mid Cap	-2.4%	10.6%	ALK, ARW, ASH, CIEN, CUBE, FCX, FWONA, ICON, INFA, JLL, LPLA, NVR, OZK, RRR, SOLV, TDY, TFX, WBS, WCC	Data centers, healthcare, Intrinsic Value, mid cap, Trade Policy, value	Trade policy uncertainty has fueled a rise in the US dollar and is roiling local politics globally. Fears and speculation around which countries will be primary tariff targets sparked market shifts in Q4. Trade uncertainty is affecting emerging markets currencies and prompting fiscal reckonings in countries like Brazil.		View
2024 Q4	Dec 31, 2024	Diamond Hill Small-Mid Cap Strategy	-0.8%	8.3%	ALGT, ARW, ASH, BOKF, CIEN, CUBE, FTRE, GTES, HII, ICLR, INFA, JLL, NVR, REXR, RRR, SOLV, TDY, TFX, WBS, WCC	financials, healthcare, industrials, real estate, small cap, technology, value	WESCO is benefiting from strong demand in its data center business, representing a key growth driver for the industrial distributor. The company's scale advantage positions it well to capture share in this expanding market.		View
2025 Q3	Oct 7, 2025	Palm Valley Capital Management	2.4%	3.8%	AAPL, AMD, AMZN, AVA, AVGO, BRK-A, DOX, FLO, GOOGL, INTC, LKQ, META, MSFT, NVDA, PHYS, PSLV, RHI, SEB, TFX, TSLA	AI, Bull Market, Fed policy, gold, small caps, technology, Valuations	Managers question whether AI valuations are justified, noting that while AI may change the world, current leaders like Nvidia face sustainability challenges with 50%+ margins. They argue that even if AI continues and current beneficiaries remain entrenched, valuations already reflect their moats.		View
2025 Q3	Oct 24, 2025	Pzena Global Small Cap Focused Value Strategy	10.7%	13.9%	1910.HK, AAP, HNI, RCO.PA, REZI, SCS, SNV, SPB, SXT, TFX, TYRES.HE, UMI.BR	Cyclical, global, Outperformance, small caps, tariffs, value	The portfolio focuses on undervalued companies with attractive valuations, including new positions in Samsonite, Remy Cointreau, and Sensata based on compelling valuation opportunities. The strategy emphasizes economically sensitive and cyclical names where valuations remain quite attractive.	SNSA 1910 HK CNXN ORION HAS SCS AAP RESI	View
2024 Q3	Oct 23, 2024	Conestoga Mid Cap Composite	8.4%	9.4%	ANSS, CPRT, CSGP, FIVN, FTNT, GWRE, HEI.A, IDXX, IT, PCOR, POOL, RGEN, ROL, ROP, TFX, TYL, VEEV, VRSK, WCN, WST	growth, healthcare, industrials, mid cap, software, technology	Fortinet led portfolio returns as the cybersecurity leader reported significant beats on billings and accelerating bookings growth, indicating the firewall product cycle may have turned positive. The company is managing inventory well and operating margins surprised to the upside.		View
2025 Q1	Mar 31, 2025	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	AI beneficiaries like AppLovin faced pressure from short sellers amid broader tech retreat, but the manager believes AI-enabled advertising platforms remain among the best AI opportunities in mid cap. Data center companies like Marvell continue to benefit from hyperscaler buildouts despite DeepSeek concerns. SailPoint's AI integration has expanded its addressable market for identity security solutions.		View
2023 Q4	Feb 26, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	AR, AVGO, BDX, BMY, CHH, DAR, EXPE, HAL, LLY, NOW, PEP, SPR, TFX, VRTX	earnings, energy, healthcare, large cap, technology, value	Broadcom reported strength in its AI business segments during Q4. The company provided positive fiscal year 2024 guidance that included synergy target goals ahead of schedule for the combined businesses following the VMware acquisition.	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC ALLY	View
2022 Q3	Feb 11, 2022	ClearBridge Mid Cap Growth Strategy	0.0%	0.0%	AVLR, AZPN, CMG, ETSY, PCTY, TFX, WSC	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Pzena Global Small Cap Focused Value strategy	Teleflex	Health Care	Health Care Equipment	Bull	NYSE	Health Care Equipment, high-margin, Medical devices, Niche markets, spin-off, turnaround, Value	View Pitch
Nov 27, 2025	Value Investors Club	Sarelam34	Teleflex Inc.	Health Care	Medical Devices / Surgical & Interventional	—	NYSE	MedTech Breakup, Spin-Off Alpha, FCF Mispricing, Portfolio Rationalization, Margin Unlock, Strategic Bidders, RemainCo Re-Rate, Event-Driven Upside	View Pitch

BSD Shareholders of TFX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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