Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Littelfuse Inc. (LFUS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 80,719 1.00 Reduce 1.06% <0.01 $339.35 $27,391,993 SEC
2025   Q4 81,585 0.69 Add 0.40% <0.01 $252.92 $20,634,478 SEC
2025   Q3 81,257 0.71 Add 0.18% <0.01 $259.01 $21,046,376 SEC
2025   Q2 81,112 0.63 Add 0.76% <0.01 $226.73 $18,390,524 SEC
2025   Q1 80,504 0.58 Reduce 0.14% <0.01 $196.74 $15,838,357 SEC
2024   Q4 80,615 0.69 Add 2.02% 0.01 $235.65 $18,996,925 SEC
2024   Q3 79,015 0.80 Add 0.41% <0.01 $265.25 $20,958,729 SEC
2024   Q2 78,692 0.85 Add 0.94% <0.01 $255.59 $20,112,888 SEC
2024   Q1 77,961 0.77 Add 1.97% 0.01 $242.35 $18,893,848 SEC
2023   Q4 76,458 0.96 Add 0.58% <0.01 $267.56 $20,457,102 SEC
2023   Q3 76,018 1.02 Add 0.31% <0.01 $247.32 $18,800,772 SEC
2023   Q2 75,781 1.16 Add 8.47% 0.09 $291.31 $22,075,763 SEC
2023   Q1 69,861 1.13 Add 0.64% <0.01 $268.09 $18,729,035 SEC
2022   Q4 69,415 0.94 Reduce 0.73% <0.01 $220.20 $15,285,183 SEC
2022   Q3 69,928 0.94 Add 1.08% 0.01 $198.69 $13,894,000 SEC
2022   Q2 69,179 1.16 Add 2,397.44% 1.11 $254.04 $17,574,000 SEC
2022   Q1 2,770 0.04 $249.46 $691,000 SEC
2021   Q4 2,770 0.05 $314.80 $872,000 SEC
2021   Q3 2,770 0.05 Reduce 0.65% <0.01 $273.29 $757,000 SEC
2021   Q2 2,788 0.04 $254.66 $710,000 SEC
2021   Q1 2,788 0.05 $264.35 $737,000 SEC
2020   Q4 2,788 0.05 Reduce 95.15% 0.89 $0.25 $710 SEC
2020   Q3 57,501 0.94 Reduce 1.27% 0.01 $177.34 $10,197,000 SEC
2020   Q2 58,242 0.99 Reduce 0.56% <0.01 $170.63 $9,938,000 SEC
2020   Q1 58,570 1.00 Reduce 49.67% 1.00 $133.41 $7,814,000 SEC
2019   Q4 116,370 2.01 Add 1.48% 0.03 $191.30 $22,262,000 SEC
2019   Q3 114,671 2.03 Add 0.48% <0.01 $177.31 $20,332,000 SEC
2019   Q2 114,120 2.04 Add 4.90% 0.10 $176.91 $20,189,000 SEC
2019   Q1 108,790 2.28 Add 7.41% 0.16 $182.48 $19,852,000 SEC
2018   Q4 101,282 2.29 Reduce 0.80% 0.02 $171.48 $17,368,000 SEC
2018   Q3 102,099 2.43 Add 11.78% 0.26 $197.89 $20,204,000 SEC
2018   Q2 91,338 2.93 Add 5,897.24% 2.88 $228.19 $20,842,000 SEC
2018   Q1 1,523 0.05 $208.14 $317,000 SEC
2017   Q4 1,523 0.04 Buy 0.04 $197.64 $301,000 SEC