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$TDY:NYSE · TELEDYNE TECHNOLOGIES INC

Sector: defensecomponents

Conviction from: S&P

52-week range: 483.02697.67

Teledyne Technologies makes digital imaging sensors, instrumentation, aerospace and defense electronics, and engineered systems for industrial, scientific and government customers.

4 tracked filer(s) hold this · 3 opened, 0 added, 1 trimmed in 30-JUN-2026

Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 65. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Steve Cohen / Point7276New buy131,184$87,486,6100.1%
Paul Tudor Jones / Tudor63New buy3,910$2,607,5790.0%
Bridgewater56New buy1,806$1,204,4210.0%
Ancora40Trimmed -22%239$159,3890.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

7 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-08-25April McClain Delaney MD06SELL$15,001 - $50,000PTR
2026-08-24April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-08-21April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-08-20April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-08-19April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateSELL$50,001 - $100,000PTR
2025-12-02April McClain Delaney MD06SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

6 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-08-22Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 2 mention(s), 0 personal-position post(s) · first 2026-01-18 · last 2026-03-25

“So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TDY or Silek (Mem Foundries) -> $LITE (OCS Switches) -> $GOOGL (TPUs) However, $LITE likely dual sources with Corning ( $GLW ) on the glass wafer level. P4O is a known supplier to Infineon, Samsung, and others, so not e…” post →

All 2 tweet(s) mentioning this ticker
DateTweet
2026-03-25So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TDY or Silek (Mem Foundries) -> $LITE (OCS Switches) -> $GOOGL (TPUs) However, $LITE likely dual sources with Corning ( … → · 314 likes · 213,905 views
2026-01-18Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes … → · 881 likes · 176,153 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.