Edgar Wachenheim - Greenhaven Associates Inc
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,920,512 3.98 Reduce 0.21% <0.01 $61.62 $241,581,949 SEC
2025   Q4 3,928,866 3.06 Reduce 0.00% <0.01 $48.08 $188,899,877 SEC
2025   Q3 3,928,937 3.12 Reduce 0.86% 0.03 $52.28 $205,404,826 SEC
2025   Q2 3,962,937 3.13 Reduce 0.06% <0.01 $53.08 $210,352,696 SEC
2025   Q1 3,965,237 3.03 Add 0.06% <0.01 $48.09 $190,688,247 SEC
2024   Q4 3,962,837 3.07 Add 0.97% 0.03 $52.32 $207,335,632 SEC
2024   Q3 3,924,652 2.50 Add 0.06% <0.01 $54.31 $213,147,850 SEC
2024   Q2 3,922,338 2.65 Add 1.65% 0.04 $51.49 $201,961,184 SEC
2024   Q1 3,858,537 1.76 Add 0.62% 0.01 $49.58 $191,306,264 SEC
2023   Q4 3,834,799 2.06 Add 1.66% 0.03 $50.40 $193,273,870 SEC
2023   Q3 3,772,089 2.36 Add 3.56% 0.08 $48.19 $181,776,969 SEC
2023   Q2 3,642,489 2.44 Add 15.36% 0.32 $50.45 $183,763,570 SEC
2023   Q1 3,157,503 2.21 Add 135.60% 1.27 $45.20 $142,719,136 SEC
2022   Q4 1,340,170 0.99 Reduce 0.17% <0.01 $41.58 $55,724,269 SEC
2022   Q3 1,342,470 1.02 Buy 1.02 $36.12 $48,490,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.62 SEC
2014   Q2 731,810 0.62 Add 12.46% 0.07 $44.31 $32,426,000 SEC
2014   Q1 650,710 0.62 Add 1.65% 0.01 $46.53 $30,278,000 SEC
2013   Q4 640,170 0.59 Buy 0.59 $44.11 $28,238,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.44 SEC
2013   Q2 484,640 0.44 Buy 0.44 $33.60 $16,284,000 SEC