Dean Investment Associates sold 14,929 shares of Littelfuse in Q4 2025, worth about $3.8 million, reducing its position to 26,921 shares valued at $6.81 million. The stake now represents just under 1% of the fund's assets. Littelfuse, a global circuit protection and power management company, showed 9% revenue growth and a 34% rise in adjusted earnings per share last year, despite a reported loss due to a non-cash impairment charge. The stock has risen 22% year-to-date, reflecting improving fundamentals and optimism in sectors like renewables and data centers. This sale suggests Dean Investment is managing portfolio volatility rather than exiting the company entirely, keeping Littelfuse as a smaller but steady industrial tech holding tied to electrification and autos.
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