Francois Rochon's LFUS Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 74,125 shares of Littelfuse, Inc. (LFUS) worth $33.75 M, representing 1.13% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in LFUS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 89,815 shares. Largest reduction occurred in Q4 2017, reducing 146,727 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Littelfuse (LFUS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Littelfuse (LFUS) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -6,594 | Reduce 8.17% | 74,125 | $455.33 |
| Q1 2026 | -866 | Reduce 1.06% | 80,719 | $339.35 |
| Q4 2025 | +328 | Add 0.40% | 81,585 | $252.92 |
| Q3 2025 | +145 | Add 0.18% | 81,257 | $259.01 |
| Q2 2025 | +608 | Add 0.76% | 81,112 | $226.73 |
| Q1 2025 | -111 | Reduce 0.14% | 80,504 | $196.74 |
| Q4 2024 | +1,600 | Add 2.02% | 80,615 | $235.65 |
| Q3 2024 | +323 | Add 0.41% | 79,015 | $265.25 |
| Q2 2024 | +731 | Add 0.94% | 78,692 | $255.59 |
| Q1 2024 | +1,503 | Add 1.97% | 77,961 | $242.35 |
| Q4 2023 | +440 | Add 0.58% | 76,458 | $267.56 |
| Q3 2023 | +237 | Add 0.31% | 76,018 | $247.32 |
| Q2 2023 | +5,920 | Add 8.47% | 75,781 | $291.31 |
| Q1 2023 | +446 | Add 0.64% | 69,861 | $268.09 |
| Q4 2022 | -513 | Reduce 0.73% | 69,415 | $220.20 |
| Q3 2022 | +749 | Add 1.08% | 69,928 | $198.69 |
| Q2 2022 | +66,409 | Add 2397.44% | 69,179 | $254.04 |
| Q3 2021 | -18 | Reduce 0.65% | 2,770 | $273.29 |
| Q4 2020 | -54,713 | Reduce 95.15% | 2,788 | $254.66 |
| Q3 2020 | -741 | Reduce 1.27% | 57,501 | $177.34 |
| Q2 2020 | -328 | Reduce 0.56% | 58,242 | $170.63 |
| Q1 2020 | -57,800 | Reduce 49.67% | 58,570 | $133.41 |
| Q4 2019 | +1,699 | Add 1.48% | 116,370 | $191.30 |
| Q3 2019 | +551 | Add 0.48% | 114,671 | $177.31 |
| Q2 2019 | +5,330 | Add 4.90% | 114,120 | $176.91 |
| Q1 2019 | +7,508 | Add 7.41% | 108,790 | $182.48 |
| Q4 2018 | -817 | Reduce 0.80% | 101,282 | $171.48 |
| Q3 2018 | +10,761 | Add 11.78% | 102,099 | $197.89 |
| Q2 2018 | +89,815 | Add 5897.24% | 91,338 | $228.19 |
| Q4 2017 | +1,523 | New Buy | 1,523 | $197.64 |
| Q1 1970 | +148,250 | Add 0.00% | 148,250 | $227.66 |
Francois Rochon's Littelfuse Investment FAQs
Francois Rochon first purchased Littelfuse, Inc. (LFUS) in Q1 1970, acquiring 148,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Littelfuse, Inc. (LFUS) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Littelfuse, Inc. (LFUS) was in Q1 1970, adding 148,250 shares worth $33.75 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 74,125 shares of Littelfuse, Inc. (LFUS), valued at approximately $33.75 M.
As of the Q2 2026 filing, Littelfuse, Inc. (LFUS) represents approximately 1.13% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Littelfuse, Inc. (LFUS) was 148,250 shares, as reported at the end of Q1 1970.