Why Are Investors Turning Bullish on Littelfuse (LFUS)?
The Mairs & Power, an investment firm, released the first-quarter 2026 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 345,705 | $117,314,992 | -24% | 0.82% |
| 2. | AQR Capital Management Cliff Asness | 267,241 | $88,545,018 | -8% | 0.04% |
| 3. | Royce & Associates Chuck Royce | 216,825 | $73,579,564 | -7% | 0.73% |
| 4. | Ariel Investments John W. Rogers | 215,427 | $73,105,153 | -3% | 0.82% |
| 5. | Southpoint Capital Advisors John Smith Clark | 150,000 | $50,902,500 | 1.05% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $482.31 | 1,142 | $550,798.02 | 5,624 | 2026-06-18 | Filing | |
| $483.26 | 247 | $119,365.22 | 6,766 | 2026-06-18 | Filing | |
| $480.00 | 1,432 | $687,360.00 | 26,683 | 2026-06-15 | Filing | |
| $454.07 | 209 | $94,900.63 | 64,928 | 2026-06-11 | Filing | |
| $452.75 | 38 | $17,204.50 | 65,137 | 2026-06-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,374 | $3,357,603 | 0.28% | |
| 2. | 6,000 | $2,498,467 | 0.33% | |
| 3. | 2,812 | $1,280,388 | 0.02% | |
| 4. | 2,191 | $997,628 | 0.04% | |
| 5. | 1,999 | $910,205 | 0.01% |