Edgar Wachenheim III trimmed AVT · AVNET, INC.
$320M · now 0.0% of the portfolio
TRADED BY
Sep 30
FILED
Oct 26
YOU SEE IT
Oct 26
26 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$90 now
OUR VALUE
$90 today
low $42mid $56high $70
2 models, as of 2026-10-26.
They sold above our value.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。