LFUS
Littelfuse Inc
7 super-investors hold LFUS worth a combined $377M. 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. Cohort Conviction Score: 32 — ranked #311 of 724 scored stocks.
Why super-investors own LFUS
Mairs & Power Funds dominates the cohort's $377M combined position, holding $246M at 2.5% of their portfolio — by far the highest concentration among the seven owners and effectively the single reason aggregate exposure looks meaningful. Francois Rochon, John Rogers, and Vulcan Value Partners round out the mid-tier holders, though none exceed 1.0% portfolio weight. Activity in 2026Q1 was minimal: Vulcan Value Partners trimmed their position, and no manager added or initiated. The cohort owner count has held flat at around two for most of the past eight quarters before recently expanding to seven, and the lone trim this quarter suggests interest is neither growing nor collapsing — it is simply stable, concentrated almost entirely in one house.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mairs & Power Funds | 2.5% | 33q | $246M | 724,710 |
| 2 | John Rogers | 0.8% | 40q | $73M | 215,427 |
| 3 | Francois Rochon | 1.0% | 34q | $27M | 80,719 |
| 4 | Vulcan Value Partners | 0.7% | 26q | $27M | 78,107 |
| 5 | Polen Capital Management | <0.1% | 11q | $2M | 4,959 |
| 6 | Joel Greenblatt | <0.1% | 34q | $1M | 3,701 |
| 7 | First Eagle Investment Management | <0.1% | — 1q | $1M | 3,350 |
- 1Mairs & Power Fundsport2.5%val$246M724,710 sh·33q held
- 2John Rogersport0.8%val$73M215,427 sh·40q held
- 3Francois Rochonport1.0%val$27M80,719 sh·34q held
- 4Vulcan Value Partnersport0.7%val$27M78,107 sh·26q held
- 5Polen Capital Managementport<0.1%val$2M4,959 sh·11q held
- 6Joel Greenblattport<0.1%val$1M3,701 sh·34q held
- 7First Eagle Investment Managementport<0.1%val$1M3,350 sh·—1q held
Owners of LFUS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 0.7% | -59% | $27M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 537008104. Not investment advice.