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LFUS Littelfuse Inc.

Information Technology, filed as LITTELFUSE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 5

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

In 2026 Q2, 3 managers opened positions, 1 added, 4 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns LFUS

Sorted by value, long equity only, as of 2026 Q2.

History
Mairs & Power 2.5% Reduce −16.9% 602,104 $274M History
Dan Sundheim, D1 Capital Partners 0.29% New 0.29% 224,164 $102M History
Ning Jin, Avantyr Capital Partners 3.4% New 3.4% 202,758 $92M History
John Rogers, Ariel Investments 0.74%, was 0.82% Reduce −24.2% 163,376 $74M History
Francois Rochon, Giverny Capital 1.1% Reduce −8.2% 74,125 $34M History
Vulcan Value Partners 0.24%, was 0.70% Reduce −77.7% 17,448 $7.9M History
Polen Capital Management 0.03%, was <0.01% Add +41.5% 7,016 $3.2M History
First Eagle Investment Management <0.01% Small add +1.2% 3,391 $1.5M History
Lee Ainslie, Maverick Capital <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 $5.1M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LFUS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LFUS insider trades
  • None no insider bought on the open market
  • $35.1M sold by 8 insiders outside a trading plan
  • $1.6M sold by 3 insiders under 10b5-1 plans
  1. David Ruppel SVP & GM Transportation Bus.
    Sale
    $604K 1,493 shares at $404.57 24% of stake
    Traded Oct 29 Filed Oct 30
  2. Jeffrey G Gorski SVP & Chief Accounting Officer
    Sale
    $670K 1,389 shares at $482.48 20% of stake
    Traded Jun 18 Filed Jun 18
  3. Gordon Hunter Director
    Sale
    $687K 1,432 shares at $480.00 5.1% of stake
    Traded Jun 15 Filed Jun 16
  4. Anthony Grillo Director
    Sale
    $1.4M 3,000 shares at $451.96 4.4% of stake
    Traded Jun 11 Filed Jun 11
  5. Gordon Hunter Director
    Planned sale
    $294K 603 shares at $488.31 2.2% of stake
    Traded Jun 3 Filed Jun 4
  6. Peter Sung-Jip Kim SVP & GM Industrial Business
    Sale
    $4.9M 10,171 shares at $486.17 49% of stake
    Traded Jun 2 Filed Jun 3
  7. Maggie Chu SVP, CHRO
    Sale
    $5M 11,397 shares at $435.48 66% of stake
    Traded May 20 Filed May 21
  8. David Ruppel SVP & GM Transportation Bus.
    Sale
    $225K 506 shares at $445.16 8.8% of stake
    Traded May 18 Filed May 20
  9. Deepak Nayar SVP & GM Electronics Business
    Sale
    $2.6M 5,911 shares at $446.78 55% of stake
    Traded May 18 Filed May 20
  10. Maggie Chu SVP, CHRO
    Planned sale
    $432K 1,097 shares at $393.61 16% of stake
    Traded Apr 28–30 Filed Apr 30
  11. Kristina A. Cerniglia Director
    Planned sale
    $863K 2,343 shares at $368.38 36% of stake
    Traded Feb 24 Filed Feb 25
  12. Gordon Hunter Director
    Sale
    $335K 911 shares at $367.68 3.3% of stake
    Traded Feb 20 Filed Feb 20
  13. Anthony Grillo Director
    Sale
    $1.7M 5,000 shares at $346.24 6.7% of stake
    Traded Feb 10 Filed Feb 11
  14. Jeffrey G Gorski SVP & Chief Accounting Officer
    Sale
    $2M 6,000 shares at $337.23 48% of stake
    Traded Feb 5–6 Filed Feb 6
  15. Maggie Chu SVP, CHRO
    Sale
    $673K 2,061 shares at $326.71 24% of stake
    Traded Feb 4 Filed Feb 5

Also filed in the last 12 months, not counted as buying or selling: 102 stock grants, 29 option exercises, 28 share withholdings for taxes, and 1 gift.

Congress

1 member of Congress traded LFUS in the last three years: 1 buy and 2 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  2. Jefferson Shreve R-IN-6 Buy $15K–$50K Apr 17, 2025 filed May 8, 2025
  3. Jefferson Shreve R-IN-6 Sell $15K–$50K Mar 13, 2025 filed Apr 11, 2025

SEC filings

Recent issuer filings from EDGAR, 7 shown.

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

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

13Fs that reported it each quarter. Click a bar for that quarter’s holders.