LCM
AVT icon

Lakewood Capital Management’s Avnet AVT Stock Holding History

Lakewood Capital Management’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.4M Sell
72,000
-11,000
-13% -$900K 0.33% 50
2026
Q1 		$5.11M Buy
+83,000
New +$4.94M 0.32% 54

Other funds holding AVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lakewood Capital Management's AVT Position: Q2 2026 in Review

Lakewood Capital Management reduced its Avnet (AVT) stake by 13% in Q2 2026, selling an estimated $900K and leaving 72,000 shares worth $6.4M. The position accounts for 0.33% of the portfolio, ranked #50.

Lakewood Capital Management first reported a position in AVT in Q1 2026 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Lakewood Capital Management held 72,000 shares of Avnet worth $6.4M as of Q2 2026.
  • Lakewood Capital Management sold 11,000 Avnet shares in Q2 2026, an estimated $900K.
  • Avnet made up 0.33% of Lakewood Capital Management's portfolio in Q2 2026, its #50 holding.
  • Lakewood Capital Management first reported a position in Avnet in Q1 2026 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.