Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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 80,719 1.00 Reduce 1.06% <0.01 $254.10–380.00 · VW $328.78i $27,391,993 SEC
2025   Q4 81,585 0.69 Add 0.40% <0.01 $233.36–275.00 · VW $253.73i $20,634,478 SEC
2025   Q3 81,257 0.71 Add 0.18% <0.01 $222.62–271.81 · VW $255.59i $21,046,376 SEC
2025   Q2 81,112 0.63 Add 0.76% <0.01 $142.10–229.07 · VW $190.18i $18,390,524 SEC
2025   Q1 80,504 0.58 Reduce 0.14% <0.01 $193.55–257.76 · VW $226.31i $15,838,357 SEC
2024   Q4 80,615 0.69 Add 2.02% 0.01 $231.01–265.70 · VW $246.76i $18,996,925 SEC
2024   Q3 79,015 0.80 Add 0.41% <0.01 $232.87–275.58 · VW $260.46i $20,958,729 SEC
2024   Q2 78,692 0.85 Add 0.94% <0.01 $222.91–269.32 · VW $246.06i $20,112,888 SEC
2024   Q1 77,961 0.77 Add 1.97% 0.01 $227.52–265.46 · VW $242.10i $18,893,848 SEC
2023   Q4 76,458 0.96 Add 0.58% <0.01 $212.80–273.42 · VW $237.88i $20,457,102 SEC
2023   Q3 76,018 1.02 Add 0.31% <0.01 $241.41–309.94 · VW $274.79i $18,800,772 SEC
2023   Q2 75,781 1.16 Add 8.47% 0.09 $236.77–293.77 · VW $262.31i $22,075,763 SEC
2023   Q1 69,861 1.13 Add 0.64% <0.01 $218.50–278.18 · VW $256.42i $18,729,035 SEC
2022   Q4 69,415 0.94 Reduce 0.73% <0.01 $192.19–250.62 · VW $223.40i $15,285,183 SEC
2022   Q3 69,928 0.94 Add 1.08% 0.01 $194.72–281.78 · VW $239.56i $13,894,000 SEC
2022   Q2 69,179 1.16 Add 2397.44% 1.11 $223.31–280.57 · VW $250.13i $17,574,000 SEC
2022   Q1 2,770 0.04 $249.46 $691,000 SEC
2021   Q4 2,770 0.05 $314.80 $872,000 SEC
2021   Q3 2,770 0.05 Reduce 0.65% <0.01 $234.59–289.99 · VW $269.40i $757,000 SEC
2021   Q2 2,788 0.04 $254.66 $710,000 SEC
2021   Q1 2,788 0.05 $264.35 $737,000 SEC
2020   Q4 2,788 0.05 Reduce 95.15% 0.89 $177.36–256.49 · VW $224.44i $710,000 SEC
2020   Q3 57,501 0.94 Reduce 1.27% 0.01 $162.01–193.53 · VW $179.03i $10,197,000 SEC
2020   Q2 58,242 0.99 Reduce 0.56% <0.01 $119.79–185.58 · VW $155.57i $9,938,000 SEC
2020   Q1 58,570 1.00 Reduce 49.67% 1.00 $103.63–196.00 · VW $156.73i $7,814,000 SEC
2019   Q4 116,370 2.01 Add 1.48% 0.03 $167.38–193.43 · VW $181.47i $22,262,000 SEC
2019   Q3 114,671 2.03 Add 0.48% <0.01 $149.80–190.76 · VW $168.38i $20,332,000 SEC
2019   Q2 114,120 2.04 Add 4.90% 0.10 $162.59–206.00 · VW $181.06i $20,189,000 SEC
2019   Q1 108,790 2.28 Add 7.41% 0.16 $162.87–197.02 · VW $182.49i $19,852,000 SEC
2018   Q4 101,282 2.29 Reduce 0.80% 0.02 $155.15–198.78 · VW $180.67i $17,368,000 SEC
2018   Q3 102,099 2.43 Add 11.78% 0.26 $194.71–231.85 · VW $215.83i $20,204,000 SEC
2018   Q2 91,338 2.93 Add 5897.24% 2.88 $184.04–238.11 · VW $215.46i $20,842,000 SEC
2018   Q1 1,523 0.05 $208.14 $317,000 SEC
2017   Q4 1,523 0.04 Buy 0.04 $182.03–215.00 · VW $201.04i $301,000 SEC
Price snapshot:
Current price$407.22
Avg. buy price$254.47
+/- since buy60.03%
52-week low$223.01
52-week high$500.57