LFUS position history
The shares of Littelfuse (LFUS) that Vulcan Value Partners, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 273,100 shares, $75M, 0.40% of portfolio
- 2021 Q4: 531,296 shares, $167M, 0.43% of portfolio, Add +94.5%
- 2022 Q1: 362,255 shares, $90M, 0.55% of portfolio, Reduce −31.8%
- 2022 Q2: 355,011 shares, $90M, 0.88% of portfolio, Reduce −2.0%
- 2022 Q3: 471,233 shares, $94M, 1.1% of portfolio, Add +32.7%
- 2022 Q4: 400,345 shares, $88M, 1.2% of portfolio, Reduce −15.0%
- 2023 Q1: 367,827 shares, $99M, 1.2% of portfolio, Reduce −8.1%
- 2023 Q2: 343,150 shares, $100M, 1.3% of portfolio, Reduce −6.7%
- 2023 Q3: 273,969 shares, $68M, 1.0% of portfolio, Reduce −20.2%
- 2023 Q4: 263,890 shares, $71M, 1.0% of portfolio, Reduce −3.7%
- 2024 Q1: 256,966 shares, $62M, 0.90% of portfolio, Reduce −2.6%
- 2024 Q2: 241,365 shares, $62M, 0.94% of portfolio, Reduce −6.1%
- 2024 Q3: 216,944 shares, $58M, 0.96% of portfolio, Reduce −10.1%
- 2024 Q4: 200,093 shares, $47M, 0.79% of portfolio, Reduce −7.8%
- 2025 Q1: 227,555 shares, $45M, 0.84% of portfolio, Add +13.7%
- 2025 Q2: 256,760 shares, $58M, 1.0% of portfolio, Add +12.8%
- 2025 Q3: 196,903 shares, $51M, 0.92% of portfolio, Reduce −23.3%
- 2025 Q4: 192,212 shares, $49M, 0.89% of portfolio, Reduce −2.4%
- 2026 Q1: 78,107 shares, $27M, 0.70% of portfolio, Reduce −59.4%
- 2026 Q2: 17,448 shares, $7.9M, 0.24% of portfolio, Reduce −77.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|