Francois Rochon's LFUS Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 81,585 shares of Littelfuse, Inc. (LFUS) worth $20.63 M, representing 0.69% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in LFUS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 89,815 shares. Largest reduction occurred in Q1 2020, reducing 57,800 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 |
|---|---|---|---|---|
| Q4 2017 | +1,523 | New Buy | 1,523 | $197.64 |
| Q2 2018 | +89,815 | Add 5897.24% | 91,338 | $228.19 |
| Q3 2018 | +10,761 | Add 11.78% | 102,099 | $197.89 |
| Q4 2018 | -817 | Reduce 0.80% | 101,282 | $171.48 |
| Q1 2019 | +7,508 | Add 7.41% | 108,790 | $182.48 |
| Q2 2019 | +5,330 | Add 4.90% | 114,120 | $176.91 |
| Q3 2019 | +551 | Add 0.48% | 114,671 | $177.31 |
| Q4 2019 | +1,699 | Add 1.48% | 116,370 | $191.30 |
| Q1 2020 | -57,800 | Reduce 49.67% | 58,570 | $133.41 |
| Q2 2020 | -328 | Reduce 0.56% | 58,242 | $170.63 |
| Q3 2020 | -741 | Reduce 1.27% | 57,501 | $177.34 |
| Q4 2020 | -54,713 | Reduce 95.15% | 2,788 | $254.66 |
| Q3 2021 | -18 | Reduce 0.65% | 2,770 | $273.29 |
| Q2 2022 | +66,409 | Add 2397.44% | 69,179 | $254.04 |
| Q3 2022 | +749 | Add 1.08% | 69,928 | $198.69 |
| Q4 2022 | -513 | Reduce 0.73% | 69,415 | $220.20 |
| Q1 2023 | +446 | Add 0.64% | 69,861 | $268.09 |
| Q2 2023 | +5,920 | Add 8.47% | 75,781 | $291.31 |
| Q3 2023 | +237 | Add 0.31% | 76,018 | $247.32 |
| Q4 2023 | +440 | Add 0.58% | 76,458 | $267.56 |
| Q1 2024 | +1,503 | Add 1.97% | 77,961 | $242.35 |
| Q2 2024 | +731 | Add 0.94% | 78,692 | $255.59 |
| Q3 2024 | +323 | Add 0.41% | 79,015 | $265.25 |
| Q4 2024 | +1,600 | Add 2.02% | 80,615 | $235.65 |
| Q1 2025 | -111 | Reduce 0.14% | 80,504 | $196.74 |
| Q2 2025 | +608 | Add 0.76% | 81,112 | $226.73 |
| Q3 2025 | +145 | Add 0.18% | 81,257 | $259.01 |
| Q4 2025 | +328 | Add 0.40% | 81,585 | $252.92 |
Francois Rochon's Littelfuse Investment FAQs
Francois Rochon first purchased Littelfuse, Inc. (LFUS) in Q4 2017, acquiring 1,523 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 33 quarters since Q4 2017.
Francois Rochon's largest addition to Littelfuse, Inc. (LFUS) was in Q2 2018, adding 91,338 shares worth $20.84 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 81,585 shares of Littelfuse, Inc. (LFUS), valued at approximately $20.63 M.
As of the Q4 2025 filing, Littelfuse, Inc. (LFUS) represents approximately 0.69% 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 116,370 shares, as reported at the end of Q4 2019.