AVT
Avnet Inc
3 super-investors hold AVT worth a combined $606M. The largest position: Greenhaven Associates at 4.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #391 of 724 scored stocks.
Why super-investors own AVT
Ownership of AVT within this cohort is narrow and static: three managers hold a combined $606M, but the count has been unchanged at a core of one for eight consecutive quarters before recently settling at three, and 2026Q1 saw zero new positions, additions, trims, or exits. The dominant holder is Greenhaven Associates, where AVT represents 4.0% of the portfolio — a meaningful conviction bet at $242M. Richard Pzena holds the largest absolute dollar position at $351M, though it amounts to just 1.1% of his diversified book. Joel Greenblatt's $14M stake is effectively a rounding line. With no cohort activity this quarter and a flat owner-count trend, interest is neither rising nor fading — it is simply stable and concentrated in a small number of value-oriented managers.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 1.1% | 40q | $351M | 5,692,230 |
| 2 | Greenhaven Associates | 4.0% | 15q | $242M | 3,920,512 |
| 3 | Joel Greenblatt | <0.1% | 40q | $14M | 222,793 |
Owners of AVT also hold
Long US equity 13F-HR filings only. CUSIP 053807103. Not investment advice.