Position in LFUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,225,748
-$5,522,498 QoQ
Shares Held
2,692
-89.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#295
of 605 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFUS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Concentric Capital Strategies, LP holds $35,097,666 across 12 Electronic Components names. LFUS ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTMI |
Ttm Technologies Inc
|
30,026 | $5,615,462 | |
| 2 | JBL |
Jabil Inc
|
14,495 | $5,587,532 | |
| 3 | PLXS |
Plexus Corp
|
18,523 | $5,569,310 | |
| 4 | FLEX |
Flex Ltd.
|
29,083 | $4,713,481 | |
| 5 | RAL |
Ralliant Corp
|
52,415 | $3,859,316 | |
| 6 | KN |
Knowles Corp
|
77,062 | $3,196,531 | |
| 7 | GLW |
Corning Inc /Ny
|
9,771 | $2,495,806 | |
| 8 | LFUS |
Littelfuse Inc /De
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|
2,692 | $1,225,748 |
All Filings in LFUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,748 | 2,692 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $6,748,246 | 26,054 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||