What smart money is saying about Littelfuse
LFUS
No fund has written a full thesis on Littelfuse in our archive, but 15 fund letters report a position in it — most recently Tributary Capital Management All Cap Plus Equity Strategy in September 2026.
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Fund signal · last 12 months
13 lettersToo few moves on Littelfuse yet for a clear signal
−4
Net flow
0 buys · 0%4 sells · 2 full exits
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 15 fund letters reported a position in Littelfuse, with 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 0 |
| Q2 2026 | 8 | 0 | 2 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 15 positions · 5 moves
- September 2026
“While portfolio holdings Microsoft, Apple, NVIDIA, and PTC all had strong quarters, they were partially offset by weaker returns from MKS Instruments and Littelfuse.”
Littelfuse - September 2026
“While portfolio holdings Microsoft, Apple, and PTC all had strong quarters, they were partially offset by weaker returns from MKS Instruments and Littelfuse.”
Littelfuse - September 2026
“We significantly reduced our holdings in Ducommun (DCO), Vishay Intertechnology (VSH), and Littelfuse (LFUS).”
Littelfuse - June 2026
Listed in Heartland Advisors Value Plus Fund’s reported holdings.
Littelfuse - 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 - 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 Listed in Tributary Capital Management All Cap Plus Equity Strategy’s reported holdings.
Littelfuse“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- June 2026
Listed in Tributary Capital Management All Cap Equity Strategy’s reported holdings.
Littelfuse - 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 - June 2026
“We also trimmed our positions in Littelfuse (LFUS) and TD SYNNEX (SNX), both of which appreciated significantly during the quarter.”
Littelfuse - 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 - March 2026
“There was one material contributor to performance: Littelfuse, Inc.”
Littelfuse - June 2025
“Source: FactSet. The top contributors and detractors are presented to illustrate examples of the portfolio’s investments and may not be representative of the portfolio’s current or future investments. The information in this article is based on data obtained from recognized services and sources and is believed to be reliable. Any opinions, projections or recommendations in this report are subject to change without notice and are not intended as individual investment advice. The securities highlighted, if any, were not intended as individual investment advice. The RS Concentrated All Cap Value Strategy primarily invests in a diversified portfolio of small-cap, mid-cap, and large-cap companies. Information relating to portfolio holdings is based on the representative account in the composite and may vary for other accounts in the strategy due to asset size, client guidelines, and other factors. The representative account is believed to most closely reflect the current portfolio management style. Advisory services offered by Victory Capital Management Inc. V17.083 // 2Q 2025 RS Concentrated All Cap Strategy COM Holding % Contribution to Return Holding % Contribution to Return Gates Industrial Corporation plc 0.88 Graphic Packaging Holding Company -0.70 Fluor Corporation 0.82 Littelfuse, Inc. -0.52”
Littelfuse - March 2025
“COM Holding % Contribution to Return .45 Holding % Contribution to Return Globe Life Inc. 0.68 Teva Pharmaceutical Industries -0.77 Cboe Global Markets Inc. 0.44 TFI International Inc. -0.58 Nomad Foods Ltd. 0.38 PVH Corp. -0.57 Vistra Corp. 0.33 Zebra Technologies Corporation -0.45 LKQ Corporation 0.32 Littelfuse, Inc. -0.42”
Littelfuse
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