TwinBeech Capital’s Littelfuse LFUS Stock Holding History

TwinBeech Capital’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	$5.51M	Buy	+12,100	New	+$5.24M	1%	22
2025 Q4	–	Sell	-5,063	Closed	-$1.31M	–	746
2025 Q3	$1.31M	Buy	+5,063	New	+$1.27M	0.05%	278
2025 Q2	–	Sell	-12,705	Closed	-$2.5M	–	844
2025 Q1	$2.5M	Buy	12,705 +10,732	+544%	+$2.46M	0.05%	355
2024 Q4	$465K	Sell	1,973 -94	-5%	-$23.4K	0.01%	462
2024 Q3	$548K	Buy	+2,067	New	+$533K	0.01%	584
2024 Q2	–	Sell	-5,434	Closed	-$1.32M	–	692
2024 Q1	$1.32M	Buy	+5,434	New	+$1.31M	0.03%	392

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

TwinBeech Capital's LFUS Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Littelfuse (LFUS) in Q2 2026: 12,100 shares worth $5.51M. The stake represents 1% of the portfolio and ranks #22 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in LFUS as recently as Q3 2025.

TwinBeech Capital first reported a position in LFUS in Q1 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold LFUS as of Q2 2026.

TwinBeech Capital held 12,100 shares of Littelfuse worth $5.51M as of Q2 2026.
Littelfuse was a new TwinBeech Capital position in Q2 2026.
Littelfuse made up 1% of TwinBeech Capital's portfolio in Q2 2026, its #22 holding.
TwinBeech Capital first reported a position in Littelfuse in Q1 2024 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held Littelfuse as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.