TFX
Teleflex Inc
3 super-investors hold TFX worth a combined $414M. The largest position: Seth Klarman at 3.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 24 — ranked #586 of 724 scored stocks.
Why super-investors own TFX
Seth Klarman's new $191M position — representing 3.7% of the Baupost portfolio — is the defining event for TFX this quarter and accounts for nearly half the cohort's combined $414M exposure. Klarman's initiation is the only meaningful new activity; Greenhaven Associates exited simultaneously, leaving the ownership count at three after sitting at just one holder for the prior two quarters. Richard Pzena and Joel Greenblatt hold smaller stakes at 0.3% and 0.1% of their respective portfolios. The cohort history shows no interest in TFX until very recently, making Klarman's concentrated entry the sole signal worth tracking — overall interest is technically rising, but it is almost entirely a one-investor story.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 3.7% | — 1q | $191M | 1,595,000 |
| 2 | Joel Greenblatt | 0.1% | 34q | $140M | 1,171,096 |
| 3 | Richard Pzena | 0.3% | 4q | $84M | 699,125 |
Owners of TFX also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | NEW | 3.7% | +100% | $191M | May 14, 2026 |
| Greenhaven Associates | EXIT | 0.2% | -100% | $0 | Apr 6, 2026 |
Long US equity 13F-HR filings only. CUSIP 879369106. Not investment advice.