Ownership history in PALISADE CAPITAL MANAGEMENT, LP Β· 51 quarters on record
This page tracks every 13F SEC filing in which PALISADE CAPITAL MANAGEMENT, LP reported a position in LITTELFUSE INC (LFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PALISADE CAPITAL MANAGEMENT, LP underperformed the S&P 500 by β19.4% annually on this LFUS position. Timing score: 41% (20/49 decisions correct). Average cost basis: $151.15. Maximum drawdown during holding period: β40.5%.
β Significantly underperformed the S&P 500 by 19.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
20 of 49 add/trim decisions correct
Best entry: $69.25 (2013 Q3) Β· Worst: $301.13 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
26 adds Β· 25 trims. Bought during 7 of 17 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.22% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size