Which hedge funds own AVT? AVNET INC, Q2 2026 13F holders
62 tracked hedge funds disclosed a position in AVT (AVNET INC) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is Wishbone Management, LP at 25.1% of its book. 23 opened a new position this quarter: Lecap Asset Management Ltd, SG Capital Management LLC, Numerai GP LLC, Oak Thistle LLC. 6 exited: Verdad Advisers, LP, AlphaGrep UK Ltd, Capital Fund Management S.A..
- 62
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 23
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $78.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $6.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.3bn
- Combined value Sum of the holders' reported positions in the security.
- 5.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Verdad Advisers, LP | 0.5% | $413k |
| AlphaGrep UK Ltd | 0.07% | $232k |
| Capital Fund Management S.A. | 0.04% | $4.8m |
| PDT Partners, LLC | 0.04% | $610k |
| Centiva Capital, LP | 0.02% | $487k |
| Marshall Wace, LLP | 0.0% | $407k |
Ownership over time
Who discovered AVT first? Beta
The run: Q1 2003 → Q3 2007, +280%
| Wishbone Management, LP high conviction | Q1 2024 | – | +17.2 pts |
| Greenhaven Associates (Edgar Wachenheim) | Q1 2023 | – | +3.0 pts |
| Atlantic Investment Management, Inc. high conviction | Q3 2018 | – | +2.3 pts |
| SG Capital Management LLC | Q4 2020 | – | +0.6 pts |
| Campbell & CO Investment Adviser LLC | Q1 2015 | – | +0.2 pts |
| Maplelane Capital, LLC | Q3 2017 | – | +0.1 pts |
| Hawk Ridge Capital Management LP | Q2 2017 | – | 0.0 pts |
| Tweedy, Browne | Q1 2016 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.