Why One Hedge Fund Has a $28 Million Bet on This Electronics Manufacturing Stock

13 hours ago 5

Jonathan Ponciano, The Motley Fool

Sun, December 7, 2025 astatine 2:20 PM CST 5 min read

New York-based Harvey Partners added 41,763 shares of Littelfuse successful the 3rd quarter.
The presumption worth accrued by astir $13 cardinal from 4th to quarter.
As of September 30, Harvey reported holding 108,700 shares of Littelfuse valued astatine $28.2 million.
These 10 stocks could mint the adjacent question of millionaires ›

New York-based Harvey Partners disclosed a bargain of 41,763 shares successful Littelfuse (NASDAQ:LFUS), expanding its presumption by an estimated $13 cardinal during the 3rd quarter, according to a November 14 SEC filing.

According to a Securities and Exchange Commission (SEC) filing released November 14, Harvey Partners accrued its involvement successful Littelfuse (NASDAQ:LFUS) by 41,763 shares implicit the erstwhile quarter. The post-trade presumption totals 108,700 shares valued astatine $28.2 cardinal arsenic of September 30. The money reported 46 positions and $1.1 cardinal successful 13F reportable U.S. equity assets.

The fund's acquisition brought Littelfuse to 2.5% of 13F AUM, putting it extracurricular the apical 5 holdings.

Top holdings aft the filing:

NYSE: NPO: $56.3 cardinal (5.1% of AUM)
NYSE: BWXT: $53.4 cardinal (4.9% of AUM)
NYSE: AZZ: $53 cardinal (4.8% of AUM)
NASDAQ: GLDD: $44.4 cardinal (4% of AUM)
NASDAQ: ADEA: $43.9 cardinal (4% of AUM)

As of Friday, shares were priced astatine $259.55, up astir 7% implicit the past twelvemonth and underperforming the S&P 500, which is up astir 13%.

Metric

Value

Revenue (TTM)	$2.3 billion
Net Income (TTM)	$118.6 million
Dividend Yield	1.2%
Price (as of marketplace adjacent Friday)	$259.55

Littelfuse manufactures and sells circuit protection, powerfulness control, and sensing products, including fuses, relays, sensors, and semiconductors, serving electronics, transportation, and concern markets.
The institution operates a diversified concern exemplary with gross generated done merchandise income to OEMs, distributors, and nonstop customers crossed planetary markets.
Primary customers see archetypal instrumentality manufacturers, Tier-I suppliers, parts distributors, and companies successful the automotive, industrial, and electronics sectors.

Littelfuse, Inc. is simply a planetary supplier of captious circuit extortion and powerfulness absorption solutions, with a wide portfolio supporting the electronics, transportation, and concern extremity markets.

For semipermanent investors, the determination into Littelfuse stands retired due to the fact that it ties straight to a concern posting resilient fundamentals adjacent arsenic the banal remains good beneath its late-2021 highs. Harvey Partners’ accrued vulnerability signals assurance successful a institution executing done mixed concern and auto-related demand—and 1 that conscionable delivered double-digit gross and nett maturation crossed respective cardinal segments.

Littelfuse reported 10% year-over-year gross maturation to $625 cardinal successful the 3rd quarter, on with 19% GAAP EPS maturation to $2.77 and a 21.5% adjusted EBITDA margin. Electronics was a standout, with 18% income maturation and a 24% adjusted EBITDA margin, driven by beardown passive-component request and contributions from the Dortmund Fab acquisition. Notably, escaped currency travel much than doubled year-over-year to $131 million.

Against that backdrop, Harvey Partners’ determination to grow its position—now 2.5% of 13F AUM—fits a signifier of targeting concern exertion names with durable secular request but temporarily discounted valuations.