Avnet's (AVT) Triple Drivers for Continued Profit Expansion
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 3,205,515 | $320,391,224 | -16% | 4.02% |
| 2. | 2,487,000 | $3,798,893 | 0.14% | ||
| 3. | Polaris Capital Management Bernard Horn | 26,000 | $2,598,700 | -12% | 0.27% |
| 4. | Bailard Inc Thomas Bailard | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.75 | 2,139 | $99,998.25 | 36,033 | 2025-11-07 | Filing | |
| $32.02 | 22 | $704.40 | 19,156 | 2020-12-16 | Filing | |
| $32.28 | 9,000 | $290,520.00 | 9,000 | 2020-12-03 | Filing | |
| $25.24 | 4,000 | $100,964.00 | 77,221 | 2020-03-12 | Filing | |
| $39.16 | 3,000 | $117,480.00 | 91,953 | 2017-12-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.10 | 32,052 | $2,919,937.20 | 76,674 | 2026-08-19 | Filing | |
| $98.46 | 20,000 | $1,969,200.00 | 168,923 | 2026-08-12 | Filing | |
| $98.46 | 31,900 | $3,140,874.00 | 188,923 | 2026-08-12 | Filing | |
| $85.26 | 12,000 | $1,023,120.00 | 40,968 | 2026-05-22 | Filing | |
| $82.92 | 23,920 | $1,983,446.40 | 145,003 | 2026-05-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 747,096 | $74,672,245 | 1.3% | |
| 2. | 448,855 | $44,863,057 | 0.04% | |
| 3. | 140,162 | $36,694,412 | 1.94% | |
| 4. | 251,064 | $25,093,847 | 0.22% | |
| 5. | 177,110 | $17,702,144 | 2.93% |