Alex Roepers - Atlantic Investment Management, Inc.
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 11.16 SEC
2022   Q4 495,707 11.16 Reduce 36.60% 4.67 $41.58 $20,611,497 SEC
2022   Q3 781,877 12.76 Reduce 10.74% 1.53 $36.12 $28,241,000 SEC
2022   Q2 875,950 14.23 Add 15.48% 1.91 $42.88 $37,561,000 SEC
2022   Q1 758,523 9.94 Reduce 16.64% 1.74 $40.59 $30,788,000 SEC
2021   Q4 909,935 10.48 Add 10.84% 1.02 $41.23 $37,517,000 SEC
2021   Q3 820,945 10.19 Add 3.40% 0.34 $36.97 $30,350,000 SEC
2021   Q2 793,945 9.99 Reduce 10.01% 1.13 $40.08 $31,821,000 SEC
2021   Q1 882,279 11.33 Add 29.11% 2.55 $41.51 $36,623,000 SEC
2020   Q4 683,333 8.01 Buy 8.01 $35.11 $23,992,000 SEC
2019   Q3 0 0.00 Sell 100.00% 11.15 SEC
2019   Q2 914,980 11.15 Reduce 16.49% 2.00 $45.27 $41,421,000 SEC
2019   Q1 1,095,641 12.14 Reduce 8.78% 1.00 $43,370.00 $47,517,950,000 SEC
2018   Q4 1,201,114 11.38 Reduce 28.37% 3.57 $36.10 $43,360,000 SEC
2018   Q3 1,676,777 12.59 Add 92.48% 6.05 $44.77 $75,069,000 SEC
2018   Q2 871,133 5.79 Add 578.98% 4.94 $42.89 $37,363,000 SEC
2018   Q1 128,300 0.74 Reduce 43.73% 0.52 $41.76 $5,358,000 SEC
2017   Q4 228,000 1.18 Add 21.28% 0.21 $39.62 $9,033,000 SEC
2017   Q3 188,000 0.92 Add 18.99% 0.15 $39.30 $7,388,000 SEC
2017   Q2 158,000 0.63 Buy 0.63 $38.88 $6,143,000 SEC
2011   Q3 0 0.00 Sell 100.00% 1.83 SEC
2011   Q2 510,000 1.83 Add 104.00% 0.93 $31.88 $16,259,000 SEC
2011   Q1 250,000 1.28 Buy 1.28 $34.09 $8,523,000 SEC