NYSE · Health Care

TELEFLEX INCORPORATED TFX

Teleflex is a medical-device company supplying catheters, airway management products, vascular access tools, surgical products, and related hospital technologies. The current debate is portfolio reshaping: divestitures and focus on higher-growth medtech categories need to improve growth, margins, and capital allocation.

Medical/Dental Instruments

Company profile

Business mix

  • Vascular access and interventional products: catheters, access devices, and procedure tools used in hospitals.
  • Anesthesia, emergency medicine, and surgical products: airway, respiratory, urology, and procedural devices.
  • Portfolio actions: planned divestitures and refocusing can change growth rate, margin mix, and leverage.

Current key questions

  • Can divestitures and a narrower portfolio accelerate organic growth?
  • Do hospital procedure volumes, pricing, and innovation support margin recovery?
  • How will debt, proceeds, buybacks, and M&A priorities shape capital allocation?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 3.94% Buyback 5.32%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sessa Capital 3.3% $182.6M 2026-03-31
Baupost Group Seth Klarman 3.7% $190,778 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $182.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +3,121,228 / 0
Sessa Capital 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$182.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,526,228 (New) Total shares 1,526,228 Value $182.6M
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$190,778
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +1,595,000 (New) Total shares 1,595,000 Value $190,778

Recent mentions

No public mentions.