SEC 13F Intelligence

Running Oak Capital LLC / AVY

Running Oak Capital LLC’s Avery Dennison Corp Position

Does Running Oak Capital LLC own Avery Dennison Corp (AVY)? Not currently — the last reported position was 63.8K shares worth $12M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2024
Shares
63.8K
% of Portfolio
+1.56%
Quarters Held
16
position exited

Position History AVY

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ3 ’20Q4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $6MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $7MQ3 ’23Q4 ’23: $9MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $12MQ3 ’24Q4 ’24: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202463.8K$12M+1.56%
Q3 202456.3K$12M+1.68%
Q2 202451.8K$11M+1.76%
Q1 202449.5K$11M+1.77%
Q4 202344.8K$9M+1.78%
Q3 202338.0K$7M+1.78%
Q2 202337.9K$7M+1.60%
Q1 202334.2K$6M+1.74%
Q4 202234.4K$6M+1.83%
Q3 202231.7K$5M+1.78%
Q2 202129.9K$6M+3.49%
Q1 202135.5K$7M+1.98%
Q4 202038.7K$6M+2.01%
Q3 202041.6K$5M+1.94%
Q2 202039.4K$4M+1.78%
Q1 202041.1K$4M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Running Oak Capital LLC’s full portfolio or all institutional holders of AVY.