News Summary
PositiveLittelfuse delivered a strong Q2 2026 with 20% YoY sales growth to $739M (beating consensus by 5.16%), adjusted EPS of $4.19 (11% above estimates), and margin expansion of 220 bps, prompting management to raise full-year Q3 guidance to $780-800M (26% YoY growth) and EPS of $4.85-5.05. The company also increased its quarterly dividend by 7% and executed a senior leadership transition with CFO Deepak Nayar moving to advisory role ahead of 2027 retirement, while Dr. Karim Hamed assumes expanded operational responsibilities.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| D1 Capital | Dan Sundheim | 224K | +224K | $102M | 0.3% | — | NEW |
| Point72 | Steve Cohen | 34K | +34K | $15M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 1K | +1K | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Vanguard Capital Management | SC 13G | 1.3M | 5.2% | 2026-04-30 | ↗ |
| Vanguard Portfolio Management | SC 13G | 1.6M | 6.2% | 2026-04-29 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.