Giverny Capital — LFUS Trade History
Quarter-by-quarter changes in the LITTELFUSE INC position · CUSIP 537008104
Currently held · 2 YearsFirst seen: 2017 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 74,125 | -6,594 | -8.2% | $33.8M | 1.14% |
| 2026 Q1 | 2026-05-15 | Reduce | 80,719 | -866 | -1.1% | $27.4M | 1.00% |
| 2025 Q4 | 2026-02-13 | Add | 81,585 | 328 | +0.4% | $20.6M | 0.69% |
| 2025 Q3 | 2025-11-17 | Add | 81,257 | 145 | +0.2% | $21.0M | 0.71% |
| 2025 Q2 | 2025-08-13 | Add | 81,112 | 497 | +0.6% | $18.4M | 0.63% |
| 2024 Q4 | 2025-08-12 | Add | 80,615 | 111 | +0.1% | $19.0M | 0.69% |
| 2025 Q1 | 2025-08-12 | Add | 80,504 | 1,489 | +1.9% | $15.8M | 0.58% |
| 2024 Q3 | 2024-11-13 | New | 79,015 | 79,015 | — | $21.0M | 0.80% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -78,692 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 78,692 | 2,674 | +3.5% | $20.1M | 0.85% |
| 2023 Q3 | 2024-01-25 | Add | 76,018 | 237 | +0.3% | $18.8M | 1.02% |
| 2023 Q2 | 2023-08-07 | Add | 75,781 | 6,366 | +9.2% | $22.1M | 1.16% |
| 2022 Q4 | 2023-05-17 | Reduce | 69,415 | -446 | -0.6% | $15.3M | 0.94% |
| 2023 Q1 | 2023-05-12 | Reduce | 69,861 | -67 | -0.1% | $18.7M | 1.13% |
| 2022 Q3 | 2022-11-14 | Add | 69,928 | 749 | +1.1% | $13.9M | 0.94% |
| 2022 Q2 | 2022-08-12 | Add | 69,179 | 66,409 | +2397.4% | $17.6M | 1.16% |
| 2022 Q1 | 2022-05-12 | Hold | 2,770 | — | 0.0% | $691.0K | 0.04% |
| 2021 Q4 | 2022-02-11 | Hold | 2,770 | — | 0.0% | $872.0K | 0.05% |
| 2021 Q3 | 2021-11-15 | Reduce | 2,770 | -18 | -0.6% | $757.0K | 0.04% |
| 2021 Q2 | 2021-08-13 | Hold | 2,788 | — | 0.0% | $710.0K | 0.04% |
| 2021 Q1 | 2021-05-17 | Hold | 2,788 | — | 0.0% | $737.0K | 0.05% |
| 2020 Q4 | 2021-02-16 | Reduce | 2,788 | -54,713 | -95.2% | $710.0K | 0.05% |
| 2020 Q3 | 2020-11-13 | Reduce | 57,501 | -741 | -1.3% | $10.2M | 0.94% |
| 2020 Q2 | 2020-08-07 | Reduce | 58,242 | -328 | -0.6% | $9.9M | 0.99% |
| 2020 Q1 | 2020-05-15 | Reduce | 58,570 | -57,800 | -49.7% | $7.8M | 0.99% |
| 2019 Q4 | 2020-02-07 | Add | 116,370 | 1,699 | +1.5% | $22.3M | 2.02% |
| 2019 Q3 | 2019-11-14 | Add | 114,671 | 551 | +0.5% | $20.3M | 2.03% |
| 2019 Q2 | 2019-08-13 | Add | 114,120 | 5,330 | +4.9% | $20.2M | 2.04% |
| 2019 Q1 | 2019-05-14 | Add | 108,790 | 7,508 | +7.4% | $19.9M | 2.28% |
| 2018 Q4 | 2019-02-13 | Reduce | 101,282 | -817 | -0.8% | $17.4M | 2.29% |
| 2018 Q3 | 2018-11-13 | Add | 102,099 | 10,761 | +11.8% | $20.2M | 2.29% |
| 2018 Q2 | 2018-08-14 | Add | 91,338 | 89,815 | +5897.2% | $20.8M | 2.71% |
| 2018 Q1 | 2018-05-11 | Hold | 1,523 | — | 0.0% | $317.0K | 0.04% |
| 2017 Q4 | 2018-02-13 | New | 1,523 | 1,523 | — | $301.0K | 0.04% |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-04 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-08 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.