Harvey Partners’s Littelfuse LFUS Stock Holding History

Harvey Partners’s Portfolio LFUS Stock Details LFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.2M	Sell	112,547 -8,953	-7%	-$3.88M	3.51%	6
2026 Q1	$41.2M	Buy	121,500 +4,000	+3%	+$1.3M	3.28%	9
2025 Q4	$29.7M	Buy	117,500 +8,800	+8%	+$2.24M	2.63%	16
2025 Q3	$28.2M	Buy	108,700 +41,763	+62%	+$10.5M	2.5%	18
2025 Q2	$15.2M	Sell	66,937 -54,063	-45%	-$10.7M	1.49%	30
2025 Q1	$23.8M	Buy	121,000 +1,000	+0.8%	+$229K	2.78%	14
2024 Q4	$28.3M	Sell	120,000 -12,500	-9%	-$3.12M	3.14%	12
2024 Q3	$35.1M	Buy	132,500 +37,500	+39%	+$9.66M	4%	7
2024 Q2	$24.3M	Buy	95,000 +25,000	+36%	+$6.19M	2.92%	16
2024 Q1	$17M	Buy	+70,000	New	+$16.8M	1.8%	27

Other funds holding LFUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvey Partners's LFUS Position: Q2 2026 in Review

Harvey Partners reduced its Littelfuse (LFUS) stake by 7.4% in Q2 2026, selling an estimated $3.88M and leaving 112,547 shares worth $51.2M. The position accounts for 3.51% of the portfolio, ranked #6.

Harvey Partners first reported a position in LFUS in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold LFUS as of Q2 2026.

Harvey Partners held 112,547 shares of Littelfuse worth $51.2M as of Q2 2026.
Harvey Partners sold 8,953 Littelfuse shares in Q2 2026, an estimated $3.88M.
Littelfuse made up 3.51% of Harvey Partners's portfolio in Q2 2026, its #6 holding.
Harvey Partners first reported a position in Littelfuse in Q1 2024 and has held it in 10 quarters since.
610 funds tracked by Wall St. Rank held Littelfuse as of Q2 2026.

Based on Harvey Partners's 13F filing for Q2 2026, filed 14 Aug 2026.