โ† Top Holdings

LFUSLITTELFUSE INC

CUSIP: 537008104

5

Guru Owners

$309.5M

Total Value Held

1.2M

Total Shares

$197.0M
1.90%
$56.0M
0.61%
$25.2M
0.82%
$20.6M
0.69%
$10.6M
0.04%

๐Ÿ“Š Fundamentals

Market Cap$9.9B
Forward P/E25.5x
P/FCF30.7x
EPS (TTM)$-2.88
Revenue (TTM)$2.4B
Profit Margin-3.01%
Div Yield0.76%
Beta1.39

52-Week Range

$156.99
$400.00

Current: $395.01

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$81.2M$162.5M$243.7M$324.9MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '255 owners ยท $309.5M
REDUCEDMairs & Power$197.0M
REDUCEDJohn Rogers$56.0M
INCREASEDFPA Queens Road$25.2M
INCREASEDFrancois Rochon$20.6M
INCREASEDRay Dalio$10.6M
Q3 '255 owners ยท $324.9M
NEWMairs & Power$210.8M
REDUCEDJohn Rogers$58.4M
INCREASEDFPA Queens Road$25.5M
INCREASEDFrancois Rochon$21.0M
NEWRay Dalio$9.2M
Q2 '253 owners ยท $107.1M
REDUCEDJohn Rogers$66.7M
INCREASEDFPA Queens Road$22.0M
INCREASEDFrancois Rochon$18.4M
Q1 '253 owners ยท $84.8M
INCREASEDJohn Rogers$60.1M
REDUCEDFrancois Rochon$15.8M
Q4 '242 owners ยท $89.2M
REDUCEDJohn Rogers$70.2M
INCREASEDFrancois Rochon$19.0M
Q3 '242 owners ยท $105.1M
REDUCEDJohn Rogers$84.2M
INCREASEDFrancois Rochon$21.0M

๐Ÿ’ฐ DCF Calculator

DCF model ยท 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

๐Ÿ“Š Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 8.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.6%current: 13.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%

Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data

๐Ÿ›๏ธ Congressional Trades

LFUS: Held by 5 superinvestors ยท 3 congress member trades

$15,001 - $50,0002025-05-12
$15,001 - $50,0002025-04-17
$15,001 - $50,0002025-03-13
LFUS Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker