Littelfuse, Inc. (LFUS): A Bear Case Theory
We came across a bearish thesis on Littelfuse, Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on LFUS.
Littelfuse Inc (LFUS)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 456,031 | $117,147,892 | -6% | 0.68% |
| 2. | Royce & Associates Chuck Royce | 242,135 | $62,715,386 | +2% | 0.63% |
| 3. | AQR Capital Management Cliff Asness | 236,155 | $60,807,529 | +21% | 0.04% |
| 4. | Ariel Investments John W. Rogers | 225,373 | $58,373,860 | -24% | 0.62% |
| 5. | Gotham Asset Management Joel Greenblatt | 117,055 | $30,318,416 | +17% | 0.13% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $235.63 | 183 | $43,120.29 | 71,905 | 2025-02-06 | Filing | |
| $234.75 | 5,306 | $1,245,583.50 | 71,722 | 2025-02-06 | Filing | |
| $233.87 | 8,704 | $2,035,604.48 | 66,416 | 2025-02-06 | Filing | |
| $232.92 | 3,307 | $770,266.44 | 57,712 | 2025-02-06 | Filing | |
| $180.13 | 73 | $13,149.49 | 50,922 | 2020-06-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $270.41 | 20 | $5,408.20 | 10,175 | 2025-12-11 | Filing | |
| $270.02 | 2,029 | $547,870.58 | 10,195 | 2025-12-11 | Filing | |
| $268.31 | 2,162 | $580,086.22 | 28,591 | 2025-12-11 | Filing | |
| $259.07 | 4,454 | $1,153,897.78 | 6,009 | 2025-12-05 | Filing | |
| $259.12 | 3,036 | $786,688.32 | 5,998 | 2025-12-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,925,048 | $757,616,681 | 0.01% | |
| 2. | 2,278,604 | $590,181,270 | 0.01% | |
| 3. | 943,295 | $244,322,838 | 2.18% | |
| 4. | 919,817 | $238,241,919 | 0.17% | |
| 5. | 813,938 | $210,818,081 | 1.98% |
News See All
Littelfuse, Inc. (NASDAQ:LFUS) Q3 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Littelfuse Third Quarter 2025 Earnings Conference Call. Today's call is being recorded.
Littelfuse, Inc. (NASDAQ:LFUS) Q2 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Littelfuse Second Quarter 2025 Earnings Conference Call. Today's call is being recorded.
Here’s Why Littelfuse (LFUS) Rallied in Q2
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Littelfuse, Inc. (NASDAQ:LFUS) Q1 2025 Earnings Call Transcript
Operator: Good day, and welcome, everyone, to the First Quarter 2025 Littelfuse Earnings Call. Please note, this call is being recorded.
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Littelfuse, Inc. (NASDAQ:LFUS) Q4 2024 Earnings Call Transcript
Operator: Good day everyone and welcome to the Littelfuse Fourth Quarter 2024 Earnings Conference Call. Today's call is being recorded.
Littelfuse, Inc. (NASDAQ:LFUS) Q3 2024 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Littelfuse Third Quarter 2024 Earnings Conference Call. Today's call is being recorded.
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