Which superinvestors hold Bel Fuse Inc-Cl B (BELFB)?

Per the latest SEC 13F filings, 2 superinvestors hold Bel Fuse Inc-Cl B (BELFB): Polen Capital, Tom Bancroft. Combined value held is about $20.3M, with Polen Capital the largest holder.

← Stocks

Bel Fuse Inc-Cl B

BELFB

Held by 2 superinvestors.

Price$255.11

Holders2

Total value$20.3M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +26.3%
Net margin: 9.1%
ROE: 14.5%
FCF margin: 10.2%

Revenue $465.8M → $675.5M · 6y

What makes a business high quality

Valuation · value band

Valuation

This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.

Method & numbers

A conservative intrinsic-value band (zero-growth floor to growth-capped DCF) plus a tangible asset floor — not investment advice, not a buy/sell signal, and not a price target.

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

How to read intrinsic value

SEC 13F · holders

Superinvestors Holding This Security

2 holders · $20.3M combined · this quarter +0 opened / -0 exited

This quarter1 trimmed

Holders 1 → 1 · last 6q

Investor	Value	Shares	Weight (prev→now)
Polen Capital	$10.9M	32,845	0.1% → 0.1% ▲
Tom BancroftQ4 2025	$9.3M	55,000	7.2% → 7.3% ▲

Polen Capital
Value$10.9MWeight (prev→now)0.1% → 0.1% ▲
Tom BancroftQ4 2025
Value$9.3MWeight (prev→now)7.2% → 7.3% ▲

SEC 13F · notes

Written summary

Bel Fuse Inc-Cl B (BELFB) is held by 2 of the superinvestors tracked on Compounder, with a combined $20.3M in reported 13F value. The largest position belongs to Polen Capital, where it makes up 0.1% of the portfolio.

Other notable holders by value include Tom Bancroft (7.3% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in BELFB, 0 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

Also held by these investors

Investors holding Bel Fuse Inc-Cl B (BELFB) also commonly hold →

See which stocks look cheap against a conservative value band. Browse all valued stocks

Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-04

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Stay Updated

New-quarter 13F moves and valuation updates, to your inbox.