Whale Analyzer
LFUS Institutional Holders and 13F Ownership
Compare 9 tracked holders of LFUS, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Mairs & Power Funds, D1 Capital Partners, Ariel Investments, and Giverny Capital.
Continue to the live LFUS dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Mairs & Power Funds 13F holdings | $274.2M | 602.1K | Reduced | 2026-06-30 |
| D1 Capital Partners 13F holdings | $102.1M | 224.2K | New | 2026-06-30 |
| Ariel Investments 13F holdings | $74.4M | 163.4K | Reduced | 2026-06-30 |
| Giverny Capital 13F holdings | $33.8M | 74.1K | Reduced | 2026-06-30 |
| Bridgewater Associates 13F holdings | $9.7M | 21.3K | Reduced | 2026-06-30 |
| Vulcan Value Partners 13F holdings | $7.9M | 17.4K | Reduced | 2026-06-30 |
| Polen Capital Management 13F holdings | $3.2M | 7.0K | Increased | 2026-06-30 |
| First Eagle Investment Management 13F holdings | $1.5M | 3.4K | Increased | 2026-06-30 |
| Maverick Capital 13F holdings | $550.9K | 1.2K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- Ariel Investments SEC filing (0000936753-26-000050) · report date 2026-06-30
- Giverny Capital SEC filing (0001641864-26-000010) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Vulcan Value Partners SEC filing (0001556785-26-000016) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
- Maverick Capital SEC filing (0000947871-26-000793) · report date 2026-06-30
Tracked-sample concentration
Reported position value for LFUS is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 54.0% of aggregate reported value in this sample
- Top 5 tracked holders: 97.4% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 9 tracked holders, 5 reduced, 4 increased. Net positioning is net selling.
- Mairs & Power Funds ($274.2M) (▼ 16.9% qoq shares)
- D1 Capital Partners ($102.1M) · modeled avg cost estimate $404.17
- Ariel Investments ($74.4M) (▼ 24.2% qoq shares)
- Giverny Capital ($33.8M) (▼ 8.2% qoq shares)
- Bridgewater Associates ($9.7M) (▼ 27.4% qoq shares) · modeled avg cost estimate $117.29
- Vulcan Value Partners ($7.9M) (▼ 77.7% qoq shares)
- Polen Capital Management ($3.2M) (▲ 41.5% qoq shares) · modeled avg cost estimate $355.83
- First Eagle Investment Management ($1.5M) (▲ 1.2% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 4 covered tracked holders is $377.70 versus a current price of $355.72, so LFUS trades below that estimate (-5.8%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Other
LFUS sits within the Other sector alongside 1558 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live LFUS dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on LFUS with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns LFUS stock?
Whale Analyzer tracks 9 public-disclosure holders of LFUS with a combined reported value of $507.3M. See the holder table above for the largest tracked positions.
Which top funds are buying LFUS?
Tracked holders were net selling last quarter — 5 reduced, 4 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked LFUS sample?
The top five tracked holders account for 97.4% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does LFUS compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 4 covered tracked holders is $377.70 versus a current price of $355.72 (-5.8%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for LFUS?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive LFUS dashboard to explore them, or read our 13F Alpha Signals Guide.