BECKER CAPITAL MANAGEMENT INC FLEX — FLEX LTD

Ownership history in BECKER CAPITAL MANAGEMENT INC  ·  32 quarters on record

AI Ownership Summary

BECKER CAPITAL MANAGEMENT INC reported FLEX LTD (FLEX) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2026 Q1. The latest visible filing shows FLEX at 1.07% 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 FLEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BECKER CAPITAL MANAGEMENT INC's position in FLEX LTD, 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

FLEX was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2026 Q1

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.

FLEX stock page BECKER CAPITAL MANAGEMENT INC fund profile BECKER CAPITAL MANAGEMENT INC full holdings
How BECKER CAPITAL MANAGEMENT INC held FLEX — position size vs. price
% of Fund (quarterly)    FLEX 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 REDUCED — — — 558,598 -17,485 -3.0% 1.07% $36.6M 2026-05-11 $145.07
2025 Q4 REDUCED — — — 576,083 -14,998 -2.5% 1.00% $34.8M 2026-02-13 $64.24
2025 Q3 REDUCED — — — 591,081 -10,747 -1.8% 1.00% $34.3M 2025-11-12 $62.92
2025 Q2 REDUCED — — — 601,828 -26,510 -4.2% 0.94% $30.0M 2025-08-14 $49.44
2025 Q1 REDUCED — — — 628,338 -10,667 -1.7% 0.69% $20.8M 2025-05-15 $41.95
2024 Q4 REDUCED 5.3% -13.8% ✅ 639,005 -35,762 -5.3% 0.80% $24.5M 2025-02-14 $42.51
2024 Q3 REDUCED — — — 674,767 -12,225 -1.8% 0.73% $22.6M 2024-11-08 $40.09
2024 Q2 REDUCED — — — 686,992 -8,262 -1.2% 0.70% $20.3M 2024-08-13 $30.35
2024 Q1 REDUCED — — — 695,254 -10,763 -1.5% 0.68% $19.9M 2024-05-15 $29.33
2023 Q4 REDUCED — — — 706,017 -13,483 -1.9% 0.78% $21.5M 2024-02-14 $28.22
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLEX

As of 2026 Q1 — sorted by position size

LYRICAL ASSET MANAGEMENT LP 3Y 7Y 6.95% Clear Harbor Asset Management, LLC 3Y 7Y 3.7% Provident Co of the Employees of the Hebrew University LTD 3.32% Shelter Rock Management, LLC 3.31% COOKSON PEIRCE & CO INC 3Y 7Y 3.28% FIGURE 8 INVESTMENT STRATEGIES LLC 2.49% Timber Creek Capital Management LLC 3Y 7Y 2.29% Graphene Investments SAS 3Y 2.06% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.03% Seascape Capital Management 3Y 7Y 1.96%

FAQ About BECKER CAPITAL MANAGEMENT INC and FLEX

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

How long has BECKER CAPITAL MANAGEMENT INC reported owning FLEX?

BECKER CAPITAL MANAGEMENT INC reported FLEX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLEX position in BECKER CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for FLEX was 1.07% in 2026 Q1.

What is the latest reported FLEX position on this page?

The most recent filing on this page is 2026 Q1, when BECKER CAPITAL MANAGEMENT INC reported 558,598 shares, equal to 1.07% of portfolio, with an estimated market value of $36.6M.

What does the chart on this FLEX ownership page compare?

The chart compares BECKER CAPITAL MANAGEMENT INC's quarterly FLEX 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 BECKER CAPITAL MANAGEMENT INC time their FLEX position?

Based on 13F filing dates vs. subsequent FLEX price moves, BECKER CAPITAL MANAGEMENT INC correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on FLEX relative to SPY over the holding period was +21.9%.

← Back to BECKER CAPITAL MANAGEMENT INC Holdings