C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Littelfuse, Inc. (LFUS)
← All LFUS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 78,107 0.70 Reduce 59.36% 0.53 $254.10–380.00 · VW $328.78i $26,505,664 SEC
2025   Q4 192,212 0.89 Reduce 2.38% 0.02 $233.36–275.00 · VW $253.73i $48,614,000 SEC
2025   Q3 196,903 0.92 Reduce 23.31% 0.24 $222.62–271.81 · VW $255.59i $50,999,929 SEC
2025   Q2 256,760 1.03 Add 12.83% 0.12 $142.10–229.07 · VW $190.18i $58,215,289 SEC
2025   Q1 227,555 0.84 Add 13.72% 0.10 $193.55–257.76 · VW $226.31i $44,769,078 SEC
2024   Q4 200,093 0.79 Reduce 7.77% 0.07 $231.01–265.70 · VW $246.76i $47,151,889 SEC
2024   Q3 216,944 0.96 Reduce 10.12% 0.10 $232.87–275.58 · VW $260.46i $57,544,428 SEC
2024   Q2 241,365 0.94 Reduce 6.07% 0.05 $222.91–269.32 · VW $246.06i $61,690,000 SEC
2024   Q1 256,966 0.90 Reduce 2.62% 0.03 $227.52–265.46 · VW $242.10i $62,276,000 SEC
2023   Q4 263,890 1.04 Reduce 3.68% 0.04 $212.80–273.42 · VW $237.88i $70,606,000 SEC
2023   Q3 273,969 1.03 Reduce 20.16% 0.25 $241.41–309.94 · VW $274.79i $67,758,000 SEC
2023   Q2 343,150 1.26 Reduce 6.71% 0.08 $236.77–293.77 · VW $262.31i $99,963,000 SEC
2023   Q1 367,827 1.25 Reduce 8.12% 0.10 $218.50–278.18 · VW $256.42i $98,611,000 SEC
2022   Q4 400,345 1.18 Reduce 15.04% 0.17 $192.19–250.62 · VW $223.40i $88,156,000 SEC
2022   Q3 471,233 1.10 Add 32.74% 0.27 $194.72–281.78 · VW $239.56i $93,629,000 SEC
2022   Q2 355,011 0.88 Reduce 2.00% 0.01 $223.31–280.57 · VW $250.13i $90,187,000 SEC
2022   Q1 362,255 0.55 Add 36.37% 0.15 $234.84–326.82 · VW $262.60i $90,350,000 SEC
2021   Q4 265,648 0.43 Reduce 2.73% 0.01 $269.17–334.84 · VW $301.66i $83,594,000 SEC
2021   Q3 273,100 0.40 Add 54.66% 0.14 $234.59–289.99 · VW $269.40i $74,630,000 SEC
2021   Q2 176,584 0.24 Add 25.43% 0.05 $238.50–281.48 · VW $260.52i $44,992,000 SEC
2021   Q1 140,780 0.22 Reduce 11.26% 0.03 $241.55–287.92 · VW $260.23i $37,228,000 SEC
2020   Q4 158,650 0.26 Reduce 47.00% 0.19 $177.36–256.49 · VW $224.44i $40,402,000 SEC
2020   Q3 299,340 0.41 Reduce 6.94% 0.03 $162.01–193.53 · VW $179.03i $53,085,000 SEC
2020   Q2 321,679 0.43 Add 119.24% 0.23 $119.79–185.58 · VW $155.57i $54,888,000 SEC
2020   Q1 146,725 0.20 Add 31.69% 0.05 $103.63–196.00 · VW $156.73i $19,576,000 SEC
2019   Q4 111,417 0.16 Buy 0.16 $167.38–193.43 · VW $181.47i $21,314,000 SEC
Price snapshot:
Current price$407.22
Avg. buy price$218.58
+/- since buy86.30%
52-week low$223.01
52-week high$500.57