What Makes TD Synnex (SNX) an Attractive Opportunity?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth-quarter 2025 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Brave Warrior Capital Glenn Greenberg | 3,163,239 | $475,213,395 | -4% | 11.13% |
| 2. | Abrams Bison Investments Gavin M. Abrams | 2,477,000 | $372,119,710 | -5% | 27.59% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,220,385 | $183,338,439 | -6% | 2.4% |
| 4. | AQR Capital Management Cliff Asness | 934,772 | $140,430,752 | +142% | 0.07% |
| 5. | Citadel Investment Group Ken Griffin | 679,921 | $102,144,532 | +4% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $87.82 | 2,403,229 | $211,051,570.78 | 2,403,229 | 2022-10-05 | Filing | |
| $87.82 | 2,594,649 | $227,862,075.18 | 2,594,649 | 2022-10-05 | Filing | |
| $87.82 | 2,403,229 | $211,051,570.78 | 2,403,229 | 2022-10-05 | Filing | |
| $87.82 | 2,594,649 | $227,862,075.18 | 2,594,649 | 2022-10-05 | Filing | |
| $73.00 | 1,000 | $73,000.00 | 189,603 | 2020-04-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $157.75 | 167 | $26,344.25 | 6,995 | 2026-03-04 | Filing | |
| $157.10 | 202 | $31,734.20 | 37,515 | 2026-03-02 | Filing | |
| $156.46 | 2,088 | $326,688.48 | 37,717 | 2026-03-02 | Filing | |
| $155.40 | 1,080 | $167,832.00 | 39,805 | 2026-03-02 | Filing | |
| $154.42 | 1,185 | $182,987.70 | 40,885 | 2026-03-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,046,004 | $1,208,751,181 | 0.02% | |
| 2. | 7,199,162 | $1,081,530,076 | 0.02% | |
| 3. | 4,909,593 | $737,568,192 | 0.04% | |
| 4. | 2,704,033 | $406,239,944 | 0.09% | |
| 5. | 2,329,784 | $350,003,450 | 0.01% |