LFUS Littelfuse Inc

Ownership history in Vulcan Value Partners, LLC  ·  25 quarters on record

AI Ownership Summary

Vulcan Value Partners, LLC reported Littelfuse Inc (LFUS) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.04% in 2023 Q4. The latest visible filing shows LFUS at 0.89% 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 LFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vulcan Value Partners, LLC's position in Littelfuse 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
2025 Q4

LFUS was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Vulcan Value Partners, LLC held LFUS — position size vs. price
% of Fund (quarterly)    LFUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 192,212 -4,691 -2.4% 0.89% $48.6M 2026-02-14 (Est.) $358.78
2025 Q3 REDUCED 196,903 -59,857 -23.3% 0.92% $51.0M 2025-11-10 $245.18
2025 Q2 ADDED 256,760 +29,205 +12.8% 1.03% $58.2M 2025-08-13 $261.24
2025 Q1 ADDED 227,555 +27,462 +13.7% 0.84% $44.8M 2025-05-08 $194.53
2024 Q4 REDUCED 200,093 -16,851 -7.8% 0.79% $47.2M 2025-02-14 $243.35
2024 Q3 REDUCED 216,944 -24,421 -10.1% 0.96% $57.5M 2024-11-13 $248.41
2024 Q2 REDUCED 241,365 -15,601 -6.1% 0.94% $61.7M 2024-08-14 $246.86
2024 Q1 REDUCED 256,966 -6,924 -2.6% 0.90% $62.3M 2024-05-15 $247.79
2023 Q4 REDUCED 263,890 -10,079 -3.7% 1.04% $70.6M 2024-02-13 $231.74
2023 Q3 REDUCED 273,969 -69,181 -20.2% 1.03% $67.8M 2023-11-14 $230.57
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Vulcan Value Partners, LLC and LFUS

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

How long has Vulcan Value Partners, LLC reported owning LFUS?

Vulcan Value Partners, LLC reported LFUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LFUS position in Vulcan Value Partners, LLC's portfolio?

The largest reported portfolio weight for LFUS was 1.04% in 2023 Q4.

What is the latest reported LFUS position on this page?

The most recent filing on this page is 2025 Q4, when Vulcan Value Partners, LLC reported 192,212 shares, equal to 0.89% of portfolio, with an estimated market value of $48.6M.

What does the chart on this LFUS ownership page compare?

The chart compares Vulcan Value Partners, LLC's quarterly LFUS 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.

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