Position in ARW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,621,177
-$21,042,627 QoQ
Shares Held
255,360
-51.2% QoQ
Ownership
0.499%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARW Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Mar 31, 2026LAKEWOOD CAPITAL MANAGEMENT, LP holds $41,735,637 across 2 Electronics & Computer Distribution names. ARW ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARW |
Arrow Electronics, Inc.
This page
|
255,360 | $36,621,177 | |
| 2 | AVT |
Avnet Inc
|
83,000 | $5,114,460 |
All Filings in ARW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,621,177 | 255,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,663,804 | 523,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,860,560 | 577,360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,562,194 | 624,360 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,832,388 | 547,360 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,551,603 | 199,360 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||