LEUTHOLD GROUP, LLC CRUS — Cirrus Logic Inc. COM

Ownership history in LEUTHOLD GROUP, LLC  ·  20 quarters on record

AI Ownership Summary

LEUTHOLD GROUP, LLC reported Cirrus Logic Inc. COM (CRUS) in 20 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.34% in 2026 Q2. The latest visible filing shows CRUS at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEUTHOLD GROUP, LLC's position in Cirrus Logic Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CRUS was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRUS stock page LEUTHOLD GROUP, LLC fund profile LEUTHOLD GROUP, LLC full holdings
How LEUTHOLD GROUP, LLC held CRUS — position size vs. price
% of Fund (quarterly)    CRUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,703 +20,943 +1189.9% 0.34% $3.4M 2026-08-04 $133.59
2026 Q1 REDUCED 95.8% +1.2% ❌ 1,760 -39,979 -95.8% 0.03% $255K 2026-05-06 $167.69
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRUS

As of 2026 Q2 — sorted by position size

LSV ASSET MANAGEMENT 3Y 7Y 0.64% BURNEY CO/ 3Y 7Y 0.61% Arbejdsmarkedets Tillaegspension 0.52% Cardinal Capital Management 3Y 7Y 0.44% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.43% Fideuram Asset Management (Ireland) dac 0.42% Independent Solutions Wealth Management, LLC 0.35% denkapparat Operations GmbH 0.35% Stirlingshire Investments, Inc. 0.35% MQS Management LLC 3Y 0.35%

FAQ About LEUTHOLD GROUP, LLC and CRUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEUTHOLD GROUP, LLC reported owning CRUS?

LEUTHOLD GROUP, LLC reported CRUS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported CRUS position in LEUTHOLD GROUP, LLC's portfolio?

The largest reported portfolio weight for CRUS was 0.34% in 2026 Q2.

What is the latest reported CRUS position on this page?

The most recent filing on this page is 2026 Q2, when LEUTHOLD GROUP, LLC reported 22,703 shares, equal to 0.34% of portfolio, with an estimated market value of $3.4M.

What does the chart on this CRUS ownership page compare?

The chart compares LEUTHOLD GROUP, LLC's quarterly CRUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEUTHOLD GROUP, LLC time their CRUS position?

Based on 13F filing dates vs. subsequent CRUS price moves, LEUTHOLD GROUP, LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on CRUS relative to SPY over the holding period was -22.0%.

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