Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 99,470 4.82 Add 9.14% 0.40 $289.96–360.66 · VW $324.55i $30,786,836 SEC
2025   Q4 91,137 4.84 Reduce 3.37% 0.15 $321.42–414.61 · VW $364.72i $31,542,377 SEC
2025   Q3 94,312 4.37 Reduce 36.57% 2.18 $262.66–374.23 · VW $310.27i $31,114,472 SEC
2025   Q2 148,683 5.95 Add 107.95% 3.09 $138.10–277.71 · VW $217.12i $40,984,469 SEC
2025   Q1 71,500 1.78 Reduce 10.99% 0.29 $160.62–249.59 · VW $201.02i $11,971,245 SEC
2024   Q4 80,331 2.67 Reduce 0.18% <0.01 $157.54–251.88 · VW $195.30i $18,623,939 SEC
2024   Q3 80,472 1.94 Add 4.67% 0.09 $128.50–180.25 · VW $159.58i $13,881,420 SEC
2024   Q2 76,880 1.84 Reduce 0.22% <0.01 $119.76–185.16 · VW $144.82i $12,343,315 SEC
2024   Q1 77,050 1.53 Reduce 10.39% 0.16 $104.15–143.82 · VW $126.08i $10,212,284 SEC
2023   Q4 85,980 1.55 Reduce 0.92% 0.01 $80.89–115.18 · VW $96.95i $9,597,518 SEC
2023   Q3 86,780 1.27 Add 21.10% 0.22 $79.51–92.37 · VW $87.28i $7,207,773 SEC
2023   Q2 71,660 1.08 Add 44.94% 0.33 $60.13–92.18 · VW $77.82i $6,216,003 SEC
2023   Q1 49,440 0.57 Reduce 3.12% 0.02 $55.00–64.85 · VW $60.27i $3,171,774 SEC
2022   Q4 51,030 0.51 Add 117.43% 0.28 $41.51–58.56 · VW $51.04i $2,853,240 SEC
2022   Q3 23,470 0.21 Buy 0.21 $44.36–56.06 · VW $49.77i $1,042,000 SEC
Price snapshot:
Current price$384.05
Avg. buy price$188.01
+/- since buy104.28%
52-week low$267.62
52-week high$494.22