LFUS

Littelfuse Inc

8 super-investor ownerscombined $438Mlargest position 2.5%

1 TRIM

8 of the 83 super-investors we track hold LFUS, worth a combined $438M per their latest 13F filings. The largest position: Mairs & Power Funds at 2.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 33 of 100 (how strongly the cohort backs it) — ranked #271 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own LFUS

LFUS is held by 8 super-investors in our cohort, with a combined position value of $438M. The highest-conviction owner is Mairs & Power Funds at 2.5% of their portfolio. Cohort ownership has grown from 5 to 8 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 8

Peak: 8

Owners (8) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Mairs & Power Funds	2.5%	34q	$274M	602,104
2	John Rogers	0.7%	40q	$74M	163,376
3	Joel Greenblatt	<0.1%	34q	$42M	93,243
4	Francois Rochon	1.1%	35q	$34M	74,125
5	Vulcan Value Partners	0.2%	27q	$8M	17,448
6	Polen Capital Management	<0.1%	12q	$3M	7,016
7	First Eagle Investment Management	<0.1%	2q	$2M	3,391
8	Lee Ainslie	<0.1%	4q	$551K	1,210