News Summary
PositiveLittelfuse delivered strong Q2 2026 results with 20% YoY revenue growth to $739M, beat EPS guidance at $4.19 vs. consensus $3.77–$3.78, and raised Q3 guidance to $4.85–$5.00 EPS, driven by broad-based demand and successful Basler Electric integration contributing meaningfully to industrial segment growth. The stock has appreciated 69% YTD to ~$426 as of early October 2026, though a recent analyst downgrade in early October created modest near-term volatility. Planned leadership transition in Electronics segment (Deepak Nayar retiring end-2027, Dr. Karim Hamed assuming expanded role January 2027) is orderly and positions the company for operational efficiencies.
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.