What smart money is saying about Methode Electronics
MEI
No fund has written a full thesis on Methode Electronics in our archive, but 2 fund letters report a position in it — most recently Towle Small-Cap Value Strategy in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Methode Electronics, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 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 · 2 positions
- HoldsTowle Small-Cap Value StrategySeptember 2026
“Quarterly Portfolio Review On a sector basis, Information Technology (IT) and Energy were our leaders. IT drove much of the quarter’s outperformance in two ways: our IT holdings rose while the benchmark’s IT stocks fell, and we held nearly three times the benchmark’s IT weight throughout the quarter. Healthcare and Consumer Discretionary were our largest detractors. Below are the largest contributors and detractors to quarterly performance at the security level (as measured by contribution to return): Company Contribution % Company Contribution % 1. Five9 (FIVN) 1.26% 1. Methode Electronics (MEI) -1.10% 2. PBF Energy (PBF) 1.17% 2. Compass (COMP) -0.90%”
Methode Electronics - HoldsTowle Value StrategyJune 2026
“Below are the largest contributors and detractors to quarterly performance (as measured by contribution to return): Company Contribution % Company Contribution % 1. Methode Electronics (MEI) 3.88%”
Methode Electronics
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