Van Lanschot Kempen Investment Management’s Littelfuse LFUS Stock Holding History

Van Lanschot Kempen Investment Management’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	$425M	Sell	933,511 -49,203	-5%	-$21.3M	3.25%	10
2026 Q1	$333M	Buy	982,714 +2,216	+0.2%	+$719K	2.92%	10
2025 Q4	$248M	Buy	980,498 +37,203	+4%	+$9.47M	2.12%	12
2025 Q3	$244M	Sell	943,295 -8,680	-0.9%	-$2.17M	2.18%	12
2025 Q2	$216M	Buy	951,975 +333,760	+54%	+$65.8M	2.06%	12
2025 Q1	$122M	Buy	618,215 +176,243	+40%	+$40.3M	1.27%	22
2024 Q4	$104M	Buy	441,972 +18,483	+4%	+$4.61M	1.04%	25
2024 Q3	$112M	Buy	423,489 +29,649	+8%	+$7.64M	1.15%	20
2024 Q2	$101M	Buy	+393,840	New	+$97.5M	1.13%	20

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Van Lanschot Kempen Investment Management's LFUS Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management reduced its Littelfuse (LFUS) stake by 5% in Q2 2026, selling an estimated $21.3M and leaving 933,511 shares worth $425M. The position accounts for 3.25% of the portfolio, ranked #10.

Van Lanschot Kempen Investment Management first reported a position in LFUS in Q2 2024 and has held it in 9 quarters since. 610 funds tracked by Wall St. Rank hold LFUS as of Q2 2026.

Van Lanschot Kempen Investment Management held 933,511 shares of Littelfuse worth $425M as of Q2 2026.
Van Lanschot Kempen Investment Management sold 49,203 Littelfuse shares in Q2 2026, an estimated $21.3M.
Littelfuse made up 3.25% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #10 holding.
Van Lanschot Kempen Investment Management first reported a position in Littelfuse in Q2 2024 and has held it in 9 quarters since.
610 funds tracked by Wall St. Rank held Littelfuse as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.