Jean-Marie Eveillard - First Eagle Investment Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Avnet Inc. (AVT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.01 SEC
2025   Q3 111,856 0.01 Reduce 17.78% <0.01 $52.28 $5,847,832 SEC
2025   Q2 136,045 0.01 Reduce 17.37% <0.01 $53.08 $7,221,268 SEC
2025   Q1 164,645 0.02 Add 7.13% <0.01 $48.09 $7,917,778 SEC
2024   Q4 153,692 0.02 Reduce 4.87% <0.01 $52.32 $8,041,166 SEC
2024   Q3 161,558 0.02 Reduce 18.45% <0.01 $54.31 $8,774,215 SEC
2024   Q2 198,113 0.02 Reduce 5.71% <0.01 $51.49 $10,200,839 SEC
2024   Q1 210,113 0.02 Add 9.77% <0.01 $49.58 $10,417,403 SEC
2023   Q4 191,413 0.02 Add 15.51% <0.01 $50.40 $9,647,215 SEC
2023   Q3 165,707 0.02 Add 97.40% <0.01 $48.19 $7,985,420 SEC
2023   Q2 83,943 0.01 Reduce 28.51% <0.01 $50.45 $4,234,924 SEC
2023   Q1 117,423 0.01 Add 25.56% <0.01 $45.20 $5,307,520 SEC
2022   Q4 93,523 0.01 Add 149.37% <0.01 $41.58 $3,888,686 SEC
2022   Q3 37,503 <0.01 Add 50.60% <0.01 $36.13 $1,355,000 SEC
2022   Q2 24,903 <0.01 Add 224.81% <0.01 $42.89 $1,068,000 SEC
2022   Q1 7,667 <0.01 Reduce 23.52% <0.01 $40.56 $311,000 SEC
2021   Q4 10,025 <0.01 Reduce 7.59% <0.01 $41.20 $413,000 SEC
2021   Q3 10,848 <0.01 Add 648.65% <0.01 $36.97 $401,000 SEC
2021   Q2 1,449 <0.01 Buy <0.01 $40.03 $58,000 SEC