TwinBeech Capital’s Teledyne Technologies TDY Stock Holding History

TwinBeech Capital’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,289	Closed	-$9.25M	–	678
2026 Q1	$9.25M	Buy	+15,289	New	+$9.54M	0.96%	8
2025 Q3	–	Sell	-33,945	Closed	-$17.4M	–	836
2025 Q2	$17.4M	Buy	+33,945	New	+$16.4M	0.39%	74
2024 Q3	–	Sell	-35,468	Closed	-$13.8M	–	883
2024 Q2	$13.8M	Buy	35,468 +21,346	+151%	+$8.45M	0.27%	111
2024 Q1	$6.06M	Buy	+14,122	New	+$6.06M	0.13%	185
2023 Q3	–	Sell	-35,816	Closed	-$14.7M	–	889
2023 Q2	$14.7M	Buy	+35,816	New	+$14.8M	0.29%	109
2022 Q3	–	Sell	-4,496	Closed	-$1.69M	–	805
2022 Q2	$1.69M	Buy	+4,496	New	+$1.87M	0.08%	243
2022 Q1	–	Sell	-22,702	Closed	-$9.92M	–	735
2021 Q4	$9.92M	Buy	+22,702	New	+$9.87M	0.57%	43
2020 Q4	–	Sell	-1,222	Closed	-$379K	–	607
2020 Q3	$379K	Sell	1,222 -6,022	-83%	-$1.9M	0.08%	315
2020 Q2	$2.25M	Buy	+7,244	New	+$2.38M	0.49%	66

Other funds holding TDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TwinBeech Capital's TDY Position: Q2 2026 in Review

TwinBeech Capital sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 15,289 shares — an estimated $9.25M sold.

TwinBeech Capital first reported a position in TDY in Q2 2020 and held it in 9 quarters. The position peaked at $17.4M in Q2 2025. 882 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

TwinBeech Capital reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 15,289 Teledyne Technologies shares in Q2 2026, an estimated $9.25M.
TwinBeech Capital first reported a position in Teledyne Technologies in Q2 2020 and held it in 9 quarters.
TwinBeech Capital's Teledyne Technologies position peaked at $17.4M in Q2 2025.
882 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.