Ruffer LLP’s Avnet AVT Stock Holding History

Ruffer LLP’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	$5.85M	Buy	65,939 +61,216	+1,296%	+$5.01M	0.21%	91
2026 Q1	$292K	Buy	+4,723	New	+$281K	0.01%	171
2025 Q2	–	Sell	-65,133	Closed	-$3.13M	–	102
2025 Q1	$3.13M	Buy	+65,133	New	+$3.3M	0.12%	76

Other funds holding AVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ruffer LLP's AVT Position: Q2 2026 in Review

Ruffer LLP increased its Avnet (AVT) stake by 1,296% in Q2 2026, buying an estimated $5.01M and bringing the position to 65,939 shares worth $5.85M. The position accounts for 0.21% of the portfolio, ranked #91.

Ruffer LLP first reported a position in AVT in Q1 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

Ruffer LLP held 65,939 shares of Avnet worth $5.85M as of Q2 2026.
Ruffer LLP bought 61,216 Avnet shares in Q2 2026, an estimated $5.01M.
Avnet made up 0.21% of Ruffer LLP's portfolio in Q2 2026, its #91 holding.
Ruffer LLP first reported a position in Avnet in Q1 2025 and has held it in 3 quarters since.
507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.