TEL β€” TE CONNECTIVITY PLC

Ownership history in SHAYNE & JACOBS, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which SHAYNE & JACOBS, LLC reported a position in TE CONNECTIVITY PLC (TEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.77% (2025 Q4)
πŸ“Š Avg. % of fund
0.59%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

SHAYNE & JACOBS, LLC Γ— TEL AI Analytics

πŸ“ˆ SHAYNE & JACOBS, LLC outperformed the S&P 500 by +23.0% annually on this TEL position. Timing score: 25% (1/4 decisions correct). Average cost basis: $148.08. Maximum drawdown during holding period: –5.6%.

πŸ“ˆ Position Alpha vs SPY
+23.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.0% per year on this position.
5 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$148.08
+53.2% vs current ($226.81)

Best entry: $148.08 (2024 Q3)  Β·  Worst: $148.08 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–5.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
25%
buy-side decisions

1 add Β· 3 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SHAYNE & JACOBS, LLC has been actively increasing its TEL allocation β€” a bullish signal from insiders.
Currently 0.77% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TEL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,204 β€” 0% 0.77% $2.5M $226.81
2025 Q3 REDUCED 11,204 -290 -2.5% 0.76% $2.5M $218.86
2025 Q2 UNCHANGED 11,494 β€” 0% 0.64% $1.9M $167.56
2025 Q1 REDUCED 11,494 -573 -4.7% 0.40% $1.6M $139.78
2024 Q4 REDUCED 12,067 -1,120 -8.5% 0.45% $1.7M $140.82
2024 Q3 INITIATED 13,187 β€” β€” 0.50% $2.0M $148.08

🏒 Other funds also holding TEL

As of 2025 Q4 β€” sorted by position size

LFL Advisers, LLC 3Y 7Y 17.46% Varenne Capital Partners 3Y 12.45% First Pacific Advisors, LP 3Y 7Y 5.33% VANTAGE WEALTH 3Y 7Y 4.98% Foresight Group Ltd Liability Partnership 4.7% Incline Global Management LLC 3Y 7Y 4.51% Lipe & Dalton 3Y 7Y 3.92% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 3.76% Paradiem, LLC 3Y 3.56% Analog Century Management LP 3Y 3.3%
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