What smart money is saying about Littelfuse, Inc.
LFUS
No fund has written a full thesis on Littelfuse, Inc. in our archive, but 8 fund letters report a position in it — most recently Heartland Advisors Value Plus Fund in June 2026.
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8
Reported positions
0
Bought
2
Sold
8
Letters
Position history
Between Q1 2026 and Q2 2026, 8 fund letters reported a position in Littelfuse, Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 1 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
Fund activity · 8 positions · 2 moves
- June 2026
Listed in Heartland Advisors Value Plus Fund’s reported holdings.
Littelfuse, Inc. - June 2026
“Many of our top performers in Technology were long-standing holdings that have recently added Data Centers as a new end market. An example is Littelfuse (LFUS) , an electronics component supplier specializing in power management fuses for electrical products.”
Littelfuse, Inc. - June 2026
“We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow Inc. We sold four positions during the quarter: Littelfuse Inc., CarMax Inc., Sdiptech AB, and UnitedHealth Group Inc.”
Littelfuse, Inc. - HoldsTributary Capital Management All Cap Plus Equity StrategyJune 2026
Listed in Tributary Capital Management All Cap Plus Equity Strategy’s reported holdings.
Littelfuse, Inc. - HoldsTributary Capital Management Small/Mid Cap Equity StrategyJune 2026
“Littelfuse, a manufacturer of fuses and other circuit protection components, reported a strong quarter, exceeding sales expectations across all business segments and returning operating margins to the company’s targeted range.”
Littelfuse, Inc. - HoldsTributary Capital Management All Cap Equity StrategyJune 2026
Listed in Tributary Capital Management All Cap Equity Strategy’s reported holdings.
Littelfuse, Inc. - March 2026
“We exited our position in IAC Inc. (IAC) as we no longer have conviction in our thesis around sound capital allocation. The core business continues to slow and face structural headwinds from AI as users move away from traditional search. We exited our position in Littelfuse, Inc. (LFUS) following significant price appreciation to fund other ideas in the portfolio.”
Littelfuse, Inc. - March 2026
“There was one material contributor to performance: Littelfuse, Inc.”
Littelfuse, Inc.
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