RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

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AVT

AVNET INC

Wholesale-Electronic Parts & Equipment, NEC · SIC 5065CIK 8858Held by 7 tracked managersEDGAR filings ↗10-K/10-Q ↗

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7 of 7 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Maverick Capital

Q2 2026Position history →

New+5,771—<0.01%$0.5M

Renaissance Technologies

Q2 2026Position history →

Add+121,900+148.3%0.02%$18.1M

Bridgewater Associates

Q2 2026Position history →

Add+55,595+217.5%0.03%$7.2M

Greenhaven Associates

Q2 2026Position history →

Trim(147,651)(3.8%)3.9%$335.1M

Pzena Investment Management

Q2 2026Position history →

Trim(2,571,835)(45.2%)0.81%$277.2M

Q2 2026Position history →

Trim(142,869)(42.4%)0.08%$17.2M

Lakewood Capital Management

Q2 2026Position history →

Trim(11,000)(13.3%)0.33%$6.4M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.