ARGA Investment Management, LP AVT — AVNET INC

Ownership history in ARGA Investment Management, LP  ·  19 quarters on record

AI Ownership Summary

ARGA Investment Management, LP reported AVNET INC (AVT) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2024 Q2. The latest visible filing shows AVT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARGA Investment Management, LP's position in AVNET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVT stock page ARGA Investment Management, LP fund profile ARGA Investment Management, LP full holdings
How ARGA Investment Management, LP held AVT — position size vs. price
% of Fund (quarterly)    AVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 44,407 — 0% 0.09% $2.7M 2026-04-30 $82.20
2025 Q4 UNCHANGED — — — 44,407 — 0% 0.06% $2.1M 2026-01-30 $61.81
2025 Q3 ADDED — — — 44,407 +35,650 +407.1% 0.06% $2.3M 2025-10-31 $47.65
2025 Q2 UNCHANGED — — — 8,757 — 0% 0.01% $465K 2025-07-31 $51.73
2025 Q1 UNCHANGED — — — 8,757 — 0% 0.01% $421K 2025-04-30 $45.62
2024 Q4 REDUCED 94.0% -7.5% ✅ 8,757 -138,361 -94.0% 0.01% $458K 2025-01-27 $51.00
2024 Q3 REDUCED 54.2% -3.5% ✅ 147,118 -173,872 -54.2% 0.26% $8.0M 2024-11-14 $50.84
2024 Q2 UNCHANGED — — — 320,990 — 0% 0.58% $16.5M 2024-07-31 $51.19
2024 Q1 ADDED — — — 320,990 +274,071 +584.1% 0.53% $15.9M 2024-04-12 $44.71
2023 Q4 REDUCED — — — 46,919 -280 -0.6% 0.08% $2.4M 2024-02-08 $42.06
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVT

As of 2026 Q1 — sorted by position size

Wishbone Management, LP 3Y 29.77% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.98% Kendall Capital Management 3Y 7Y 2.13% CACTI ASSET MANAGEMENT LLC 3Y 7Y 1.73% Access Investment Management LLC 1.31% Azarias Capital Management, L.P. 3Y 1.21% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 1.14% ICON ADVISERS INC/CO 3Y 7Y 0.81% Cambria Investment Management, L.P. 3Y 7Y 0.52% FOSTER & MOTLEY INC 3Y 7Y 0.47%

FAQ About ARGA Investment Management, LP and AVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARGA Investment Management, LP reported owning AVT?

ARGA Investment Management, LP reported AVT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVT position in ARGA Investment Management, LP's portfolio?

The largest reported portfolio weight for AVT was 0.58% in 2024 Q2.

What is the latest reported AVT position on this page?

The most recent filing on this page is 2026 Q1, when ARGA Investment Management, LP reported 44,407 shares, equal to 0.09% of portfolio, with an estimated market value of $2.7M.

What does the chart on this AVT ownership page compare?

The chart compares ARGA Investment Management, LP's quarterly AVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARGA Investment Management, LP time their AVT position?

Based on 13F filing dates vs. subsequent AVT price moves, ARGA Investment Management, LP correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on AVT relative to SPY over the holding period was +8.8%.

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