Alex Roepers - Atlantic Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756
Holdings Activity Buys Sells    History
Holding/activity history for  Avnet, Inc. (AVT)
← All AVT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 11.16 $39.64–48.07 · VW $42.99i SEC
2022   Q4 495,707 11.16 Reduce 36.60% 4.67 $39.27–46.16 · VW $43.77i $20,611,497 SEC
2022   Q3 781,877 12.76 Reduce 10.74% 1.53 $35.45–48.53 · VW $41.39i $28,241,000 SEC
2022   Q2 875,950 14.23 Add 15.48% 1.91 $40.31–50.19 · VW $46.12i $37,561,000 SEC
2022   Q1 758,523 9.94 Reduce 16.64% 1.74 $36.66–45.51 · VW $41.94i $30,788,000 SEC
2021   Q4 909,935 10.48 Add 10.84% 1.02 $35.71–42.84 · VW $39.64i $37,517,000 SEC
2021   Q3 820,945 10.19 Add 3.40% 0.34 $36.01–42.36 · VW $38.83i $30,350,000 SEC
2021   Q2 793,945 9.99 Reduce 10.01% 1.13 $37.63–45.43 · VW $41.46i $31,821,000 SEC
2021   Q1 882,279 11.33 Add 29.11% 2.55 $35.41–44.92 · VW $41.42i $36,623,000 SEC
2020   Q4 683,333 8.01 Buy 8.01 $24.70–42.30 · VW $34.10i $23,992,000 SEC
2019   Q3 0 0.00 Sell 100.00% 11.15 $36.82–46.41 · VW $40.93i SEC
2019   Q2 914,980 11.15 Reduce 16.49% 2.00 $40.43–48.88 · VW $44.91i $41,421,000 SEC
2019   Q1 1,095,641 12.14 Reduce 8.78% 1.00 $40.69–49.03 · VW $46.11i $47,517,950 SEC
2018   Q4 1,201,114 11.38 Reduce 28.37% 3.57 $33.55–45.17 · VW $39.97i $43,360,000 SEC
2018   Q3 1,676,777 12.59 Add 92.48% 6.05 $37.11–49.41 · VW $42.20i $75,069,000 SEC
2018   Q2 871,133 5.79 Add 578.98% 4.94 $38.12–44.83 · VW $42.27i $37,363,000 SEC
2018   Q1 128,300 0.74 Reduce 43.73% 0.52 $38.33–44.85 · VW $40.80i $5,358,000 SEC
2017   Q4 228,000 1.18 Add 21.28% 0.21 $38.33–44.34 · VW $41.72i $9,033,000 SEC
2017   Q3 188,000 0.92 Add 18.99% 0.15 $35.67–41.97 · VW $39.15i $7,388,000 SEC
2017   Q2 158,000 0.63 Buy 0.63 $35.96–40.19 · VW $38.18i $6,143,000 SEC
2011   Q3 0 0.00 Sell 100.00% 1.83 $23.69–32.60 · VW $28.87i SEC
2011   Q2 510,000 1.83 Add 104.00% 0.93 $27.76–38.00 · VW $31.69i $16,259,000 SEC
2011   Q1 250,000 1.28 Buy 1.28 $31.25–37.16 · VW $34.91i $8,523,000 SEC
Price snapshot:
Current price$85.15
52-week low$43.52
52-week high$94.90