Edgar Wachenheim - Greenhaven Associates
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
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
2026   Q1 3,920,512 3.98 Reduce 0.21% <0.01 $58.04–84.07 · VW $74.87i $241,581,949 SEC
2025   Q4 3,928,866 3.06 Reduce 0.00% <0.01 $44.25–63.10 · VW $56.58i $188,899,877 SEC
2025   Q3 3,928,937 3.12 Reduce 0.86% 0.03 $45.67–55.92 · VW $50.01i $205,404,826 SEC
2025   Q2 3,962,937 3.13 Reduce 0.06% <0.01 $47.05–57.24 · VW $52.41i $210,352,696 SEC
2025   Q1 3,965,237 3.03 Add 0.06% <0.01 $39.22–53.01 · VW $46.41i $190,688,247 SEC
2024   Q4 3,962,837 3.07 Add 0.97% 0.03 $50.67–57.68 · VW $53.34i $207,335,632 SEC
2024   Q3 3,924,652 2.50 Add 0.06% <0.01 $48.10–59.24 · VW $53.85i $213,147,850 SEC
2024   Q2 3,922,338 2.65 Add 1.65% 0.04 $46.60–55.46 · VW $51.94i $201,961,184 SEC
2024   Q1 3,858,537 1.76 Add 0.62% 0.01 $43.62–50.85 · VW $47.78i $191,306,264 SEC
2023   Q4 3,834,799 2.06 Add 1.66% 0.03 $42.67–51.06 · VW $46.34i $193,273,870 SEC
2023   Q3 3,772,089 2.36 Add 3.56% 0.08 $44.60–51.65 · VW $47.53i $181,776,969 SEC
2023   Q2 3,642,489 2.44 Add 15.36% 0.32 $40.00–51.00 · VW $46.50i $183,763,570 SEC
2023   Q1 3,157,503 2.21 Add 135.60% 1.27 $39.64–48.07 · VW $42.99i $142,719,136 SEC
2022   Q4 1,340,170 0.99 Reduce 0.17% <0.01 $39.27–46.16 · VW $43.77i $55,724,269 SEC
2022   Q3 1,342,470 1.02 Buy 1.02 $35.45–48.53 · VW $41.39i $48,490,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.62 $35.53–45.17 · VW $41.32i SEC
2014   Q2 731,810 0.62 Add 12.46% 0.07 $41.04–45.53 · VW $42.97i $32,426,000 SEC
2014   Q1 650,710 0.62 Add 1.65% 0.01 $38.73–48.18 · VW $43.35i $30,278,000 SEC
2013   Q4 640,170 0.59 Buy 0.59 $39.05–45.47 · VW $41.86i $28,238,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.44 $37.95–42.86 · VW $40.17i SEC
2013   Q2 484,640 0.44 Buy 0.44 $31.72–38.19 · VW $35.86i $16,284,000 SEC
Price snapshot:
Current price$85.15
Avg. buy price$43.16
+/- since buy97.31%
52-week low$43.52
52-week high$94.90