Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
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
2025   Q4 0 0.00 Sell 100.00% 0.01 $44.25–63.10 · VW $56.58i SEC
2025   Q3 111,856 0.01 Reduce 17.78% <0.01 $45.67–55.92 · VW $50.01i $5,847,832 SEC
2025   Q2 136,045 0.01 Reduce 17.37% <0.01 $47.05–57.24 · VW $52.41i $7,221,268 SEC
2025   Q1 164,645 0.02 Add 7.13% <0.01 $39.22–53.01 · VW $46.41i $7,917,778 SEC
2024   Q4 153,692 0.02 Reduce 4.87% <0.01 $50.67–57.68 · VW $53.34i $8,041,166 SEC
2024   Q3 161,558 0.02 Reduce 18.45% <0.01 $48.10–59.24 · VW $53.85i $8,774,215 SEC
2024   Q2 198,113 0.02 Reduce 5.71% <0.01 $46.60–55.46 · VW $51.94i $10,200,839 SEC
2024   Q1 210,113 0.02 Add 9.77% <0.01 $43.62–50.85 · VW $47.78i $10,417,403 SEC
2023   Q4 191,413 0.02 Add 15.51% <0.01 $42.67–51.06 · VW $46.34i $9,647,215 SEC
2023   Q3 165,707 0.02 Add 97.40% <0.01 $44.60–51.65 · VW $47.53i $7,985,420 SEC
2023   Q2 83,943 0.01 Reduce 28.51% <0.01 $40.00–51.00 · VW $46.50i $4,234,924 SEC
2023   Q1 117,423 0.01 Add 25.56% <0.01 $39.64–48.07 · VW $42.99i $5,307,520 SEC
2022   Q4 93,523 0.01 Add 149.37% <0.01 $39.27–46.16 · VW $43.77i $3,888,686 SEC
2022   Q3 37,503 <0.01 Add 50.60% <0.01 $35.45–48.53 · VW $41.39i $1,355,000 SEC
2022   Q2 24,903 <0.01 Add 224.81% <0.01 $40.31–50.19 · VW $46.12i $1,068,000 SEC
2022   Q1 7,667 <0.01 Reduce 23.52% <0.01 $36.66–45.51 · VW $41.94i $311,000 SEC
2021   Q4 10,025 <0.01 Reduce 7.59% <0.01 $35.71–42.84 · VW $39.64i $413,000 SEC
2021   Q3 10,848 <0.01 Add 648.65% <0.01 $36.01–42.36 · VW $38.83i $401,000 SEC
2021   Q2 1,449 <0.01 Buy <0.01 $37.63–45.43 · VW $41.46i $58,000 SEC
Price snapshot:
Current price$85.15
52-week low$43.52
52-week high$94.90