Ownership history in Vulcan Value Partners, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Vulcan Value Partners, LLC 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 Vulcan Value Partners, LLC underperformed the S&P 500 by β19.4% annually on this LFUS position. Timing score: 67% (16/24 decisions correct). Average cost basis: $198.85. Maximum drawdown during holding period: β36.4%.
β Significantly underperformed the S&P 500 by 19.4% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 24 add/trim decisions correct
Best entry: $125.78 (2020 Q1) Β· Worst: $261.08 (2021 Q3)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 16 trims. Bought during 5 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.89% 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