Portolan Capital Management, LLC BELFB BEL FUSE, INC.

Ownership history in Portolan Capital Management, LLC  ·  15 quarters on record

AI Ownership Summary

Portolan Capital Management, LLC reported BEL FUSE, INC. (BELFB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.27% in 2025 Q4. The latest visible filing shows BELFB at 0.56% 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 BELFB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portolan Capital Management, LLC's position in BEL FUSE, INC., 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 Q1

BELFB was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Portolan Capital Management, LLC held BELFB — position size vs. price
% of Fund (quarterly)    BELFB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 53,170 -86,343 -61.9% 0.56% $10.5M 2026-05-15 $256.72
2025 Q4 ADDED 139,513 +15,747 +12.7% 1.27% $23.7M 2026-02-17 $235.23
2025 Q3 ADDED 123,766 +61,240 +97.9% 0.94% $17.5M 2025-11-13 $146.39
2025 Q2 REDUCED 66.1% +43.8% 62,526 -121,698 -66.1% 0.38% $6.1M 2025-08-13 $134.43
2025 Q1 REDUCED 11.6% +30.6% 184,224 -24,246 -11.6% 1.05% $13.8M 2025-05-15 $77.55
2024 Q4 ADDED 208,470 +87,612 +72.5% 1.16% $17.2M 2025-02-13 $82.70
2024 Q3 ADDED 120,858 +66,621 +122.8% 0.69% $9.5M 2024-11-14 $75.89
2024 Q2 REDUCED 49.6% +20.4% 54,237 -53,460 -49.6% 0.29% $3.5M 2024-08-14 $62.34
2024 Q1 REDUCED 43.5% +7.9% 107,697 -82,815 -43.5% 0.49% $6.5M 2024-05-15 $66.02
2023 Q4 REDUCED 49.8% -9.4% 190,512 -188,666 -49.8% 1.11% $12.7M 2024-02-14 $72.28
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Portolan Capital Management, LLC and BELFB

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

How long has Portolan Capital Management, LLC reported owning BELFB?

Portolan Capital Management, LLC reported BELFB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BELFB position in Portolan Capital Management, LLC's portfolio?

The largest reported portfolio weight for BELFB was 1.27% in 2025 Q4.

What is the latest reported BELFB position on this page?

The most recent filing on this page is 2026 Q1, when Portolan Capital Management, LLC reported 53,170 shares, equal to 0.56% of portfolio, with an estimated market value of $10.5M.

What does the chart on this BELFB ownership page compare?

The chart compares Portolan Capital Management, LLC's quarterly BELFB 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 Portolan Capital Management, LLC time their BELFB position?

Based on 13F filing dates vs. subsequent BELFB price moves, Portolan Capital Management, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on BELFB relative to SPY over the holding period was +43.9%.

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