Which hedge funds own LFUS? LITTELFUSE INC, Q2 2026 13F holders
69 tracked hedge funds disclosed a position in LFUS (LITTELFUSE INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is ACK Asset Management LLC at 6.6% of its book. 36 opened a new position this quarter: Avantyr Capital Partners, LP, Guardian Point Capital, LP, G2 Investment Partners Management LLC, Oribel Capital Management, LP. 17 exited: Analog Century Management LP, Gallo Partners, LP, Southpoint Capital Advisors LP.
- 69
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 36
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $493m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $130m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 5.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Analog Century Management LP | 2.5% | $52.3m |
| Gallo Partners, LP | 1.7% | $875k |
| Southpoint Capital Advisors LP | 1.0% | $50.9m |
| Gator Capital Management, LLC | 0.5% | $2.4m |
| ION Fund Management Ltd | 0.4% | $2.7m |
| Lecap Asset Management Ltd | 0.4% | $1.0m |
| Fox Run Management, L.L.C. | 0.2% | $1.2m |
| Centiva Capital, LP | 0.10% | $2.1m |
| Catalyst Funds Management Pty Ltd | 0.04% | $258k |
| Farallon Capital Management, L.L.C. | 0.03% | $5.1m |
| Prelude Capital Management, LLC | 0.03% | $378k |
| Lighthouse Investment Partners, LLC | 0.03% | $724k |
| Capstone Investment Advisors, LLC | 0.01% | $1.5m |
| Walleye Capital LLC | 0.01% | $1.6m |
| Brevan Howard Capital Management LP | 0.0% | $412k |
| D. E. Shaw & Co., Inc. | 0.0% | $4.8m |
| Renaissance Technologies LLC | 0.0% | $1.9m |
Ownership over time
Who discovered LFUS first? Beta
The run: Q1 2009 → Q2 2018, ×21
| Alpine Peaks Capital, LP high conviction | Q4 2024 | – | +4.0 pts |
| ACK Asset Management LLC high conviction | Q1 2026 | – | +2.0 pts |
| Vulcan Value Partners | Q2 2022 | – | +0.9 pts |
| Brant Point Investment Management LLC | Q3 2025 | – | +0.8 pts |
| Shellback Capital, LP | Q1 2025 | – | +0.3 pts |
| Giverny Capital (François Rochon) | Q2 2018 | – | +0.3 pts |
| Roubaix Capital, LLC | Q4 2025 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.