Watershed Asset Management, L.L.C.

Position in ARW — Arrow Electronics, Inc.

CIK 1315926 San Francisco, CA

Position in ARW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$507,915

+$76,825 QoQ

Shares Held

2,380

-20.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#386

of 632 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Watershed Asset Management, L.L.C. holds $2,717,004 across 5 Electronics & Computer Distribution names. ARW ranks #5 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSIT	Insight Enterprises Inc	4,899	$596,698
2	CNXN	Pc Connection Inc	7,680	$560,563
3	AVT	Avnet Inc	5,994	$532,387
4	SNX	Td Synnex Corp	1,943	$519,441
5	ARW	Arrow Electronics, Inc. This page	2,380	$507,915

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,915	2,380	-20.8%	Shares	Sole	2026-08-14
2026-03-31	$431,090	3,006	-26.4%	Shares	Sole	2026-05-06
2025-12-31	$449,864	4,083	+80.7%	Shares	Sole	2026-02-17
2023-03-31	$282,081	2,259	-11.2%	Shares	Sole	2023-05-05
2022-12-31	$266,130	2,545	+5.3%	Shares	Sole	2023-02-03
2022-09-30	$222,915	2,418	+14.4%	Shares	Sole	2022-11-14
2022-06-30	$236,846	2,113	0.0%	Shares	Sole	2022-08-05
2022-03-31	$250,665	2,113	-7.2%	Shares	Sole	2022-05-13
2021-12-31	$305,732	2,277	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.