Follow-The-Filings

Security · featured owners

LFUS Littelfuse Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #136
  • Max 3.4%
  • Master 0.03%
  • $590M
  • 3 new 2 add 4 reduce 1 exit

LFUS (Littelfuse Inc.) is held in 9 featured 13F books as of 2026 Q2. Ning Jin - Avantyr Capital Partners is the largest tracked holder by portfolio weight (3.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.4% (Ning Jin - Avantyr Capital Partners) · not free-float ownership

  1. Ning Jin new 3.4%
  2. Mairs & Power reduce 2.5%
  3. Francois Rochon reduce 1.1%
  4. John Rogers reduce 0.74%
  5. Dan Sundheim new 0.29%
  6. Vulcan Value Partners reduce 0.24%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Mairs & Power 2026 Q2 2.5% Reduce −16.9% 602,104 $274M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.29% New 0.29% 224,164 $102M history
Ning Jin - Avantyr Capital Partners 2026 Q2 3.4% New 3.4% 202,758 $92M history
John Rogers - Ariel Investments 2026 Q2 0.74% Reduce −24.2% 163,376 $74M history
Francois Rochon - Giverny Capital 2026 Q2 1.1% Reduce −8.2% 74,125 $34M history
Vulcan Value Partners 2026 Q2 0.24% Reduce −77.7% 17,448 $8M history
Polen Capital Management 2026 Q2 0.03% Add +41.5% 7,016 $3M history
First Eagle Investment Management 2026 Q2 <0.01% Add +1.2% 3,391 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 <0.01% New <0.01% 1,210 $551K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 15,000 $5M history

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01
8-K 2.02,7.01,9.01
10-Q

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Sep 3, 2026 · 17 forms
4 Period Aug 14, 2026
4 Period Aug 11, 2026
4 Period Aug 6, 2026
4 Period Jul 30, 2026
4 Period Jun 18, 2026
4 Period Jun 18, 2026
4 Period Jun 15, 2026
4 Period Jun 11, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.36B $2.19B $2.39B
Gross profit $900.24M $787.54M $906.04M
Gross margin * 38.1% 35.9% 38.0%
Net income $259.48M $100.19M -$71.7M
Net margin * 11.0% 4.6% -3.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.41B $1.55B $1.44B
Total non-current assets * $2.59B $2.34B $2.52B
Total assets $4B $3.89B $3.96B
Total current liabilities $375.49M $433.9M $532.77M
Total non-current liabilities * $1.14B $1.04B $0.998B
Total equity $2.48B $2.41B $2.43B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $457.39M $367.62M $433.76M
Cash from investing -$284.32M -$65.78M -$468.86M
Cash from financing -$185.73M -$112.44M -$149.27M
Net change in cash -$7.82M $169.31M -$161.33M

ownership over time

filing count by report period · click a bar for that quarter’s holders