Investment Manager Downsizes Position in Global Electronics Supplier, According to Recent SEC Filing
Key Points
Sold 20,392 Littelfuse shares; estimated transaction value ~$5.19 million (based on quarterly average price)
Quarter-end position value decreased by $6.99 million, reflecting both trading activity and stock price changes
Trade represented a 0.07% shift in Segall, Bryant, & Hamill LLC’s 13F reportable AUM
Post-trade position: 279,983 shares, valued at $70.81 million
The Littelfuse stake now equals 0.96% of reportable AUM, which places it outside the fund’s top five holdings
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Segall Bryant & Hamill, LLC reduced its holding in Littelfuse (NASDAQ:LFUS) by 20,392 shares in the fourth quarter, an estimated $5.19 million transaction based on average quarterly pricing, according to a February 13, 2026, SEC filing.
What Happened
According to the SEC filing dated February 13, 2026, Segall Bryant & Hamill, LLC sold 20,392 shares of Littelfuse in the fourth quarter. The estimated transaction value for the sale is ~$5.19 million, calculated using the average closing price over the quarter. The fund’s quarter-end position in Littelfuse was valued at $70.81 million, down $6.99 million from the previous quarter, a change that includes both share sales and price movement.
What Else to Know
Segall Bryant & Hamill, LLC’s Littelfuse stake now represents 0.96% of its 13F reportable assets under management as of December 31, 2025.
Top holdings after the filing:
- NASDAQ: NVDA: $125.83 million (1.7% of AUM)
- NASDAQ: GOOGL: $119.36 million (1.6% of AUM)
- NASDAQ: MSFT: $115.39 million (1.6% of AUM)
- NYSE: VMI: $112.41 million (1.5% of AUM)
- NASDAQ: AAPL: $108.14 million (1.5% of AUM)
As of February 13, 2026, Littelfuse shares were priced at $359.55, up 47.0% over the past year, outperforming the S&P 500 by 35.2 percentage points.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close 2026-02-13) | $359.55 |
| Market Capitalization | $8.95 billion |
| Revenue (TTM) | $2.39 billion |
| Net Income (TTM) | $-71.70 million |
Company Snapshot
- Produces circuit protection, power control, and sensing products, including fuses, relays, sensors, and industrial relays for electronics, transportation, and industrial applications.
- Generates revenue through the manufacture and sale of hardware components and solutions to OEMs, Tier-I suppliers, distributors, and direct customers across global markets.
- Main customer base includes industrial, automotive, commercial vehicle, electronics, and alternative energy sectors, with a diversified presence in Asia-Pacific, the Americas, and Europe.
Littelfuse, Inc. is a global provider of circuit protection and power management solutions, serving a broad range of end markets including industrial, automotive, and electronics. The company leverages a diversified product portfolio and global distribution network to support OEMs and industrial clients. Littelfuse, Inc. was founded in 1927.
What This Transaction Means for Investors
Segall Bryant & Hamill, LLC recently disclosed a sale of approximately $5.2 million worth of Littelfuse stock during the fourth quarter (the three months ending on Dec. 31, 2025). Here’s what investors need to know.
First, it’s important to note that Littelfuse stock has recently surged. The stock is up 42% year-to-date, thanks to a strong fourth-quarter earnings report and robust forward guidance due to increased artificial intelligence (AI) demand. In short, Littelfuse is reaping the benefits of the AI revolution — despite being a nearly 100-year-old company. That’s because the company provides critical circuit protection, power control, and sensing solutions. These are essential parts of the vast data centers and power grids which serve as the lifeblood to the latest and greatest AI applications.
All that said, the AI revolution hasn’t pumped up Littelfuse’s revenue just yet. The company’s trailing 12-month revenue is actually 5% lower than it was three years ago. However, analyst estimates compiled by Yahoo Finance agree: Growth is on the way. Analysts expect Littelfuse’s 2026 revenue to increase to $2.68 billion, up 21% year-over-year.
In summary, Littelfuse is not a pure AI stock. Nevertheless, it is a compelling idea for growth-oriented investors willing to bet on the ancillary effects of the AI revolution.
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Jake Lerch has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet, Apple, Microsoft, Nvidia, and Valmont Industries. The Motley Fool has a disclosure policy.
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