In a quarterly disclosure filed on August 10, 2026, Vulcan Value Partners revealed a significant reduction in its Littelfuse (LFUS) holding. This report, reflecting ownership as of June 30, 2026, showed the firm cut its stake by nearly 78% to 17.45K shares from a prior position of 78.11K shares. The reported value of the holding fell from $26.51 million to $7.94 million, representing a substantial trade for the value-focused asset manager.
The move comes after a period of strong business performance for Littelfuse, which reported a 20% year-over-year revenue increase for its second quarter in late July 2026. While Vulcan has not commented on this specific trade, the firm's investment philosophy notes that it will trim positions as a company's stock price approaches its estimate of fair value. Earlier in the year, Vulcan had commented favorably on Littelfuse's results.