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.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | New buy | 131,184 | $87,486,610 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | New buy | 3,910 | $2,607,579 | 0.0% |
| Bridgewater | 56 | New buy | 1,806 | $1,204,421 | 0.0% |
| Ancora | 40 | Trimmed -22% | 239 | $159,389 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
7 disclosed trade(s) by 2 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-25 | April McClain Delaney MD06 | SELL | $15,001 - $50,000 | PTR |
| 2026-08-24 | April McClain Delaney MD06 | SELL | $1,001 - $15,000 | PTR |
| 2026-08-21 | April McClain Delaney MD06 | SELL | $1,001 - $15,000 | PTR |
| 2026-08-20 | April McClain Delaney MD06 | SELL | $1,001 - $15,000 | PTR |
| 2026-08-19 | April McClain Delaney MD06 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | SELL | $50,001 - $100,000 | PTR |
| 2025-12-02 | April McClain Delaney MD06 | SELL | $1,001 - $15,000 | PTR |
6 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
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
| Date | Tweet |
|---|
| 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 ( … → · 314 likes · 213,905 views |
| 2026-01-18 | Personal 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 |