Position in ARW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,636,987
+$1,015,810 QoQ
Shares Held
176,360
-30.9% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#47
of 631 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARW Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Jun 30, 2026LAKEWOOD CAPITAL MANAGEMENT, LP holds $44,032,027 across 2 Electronics & Computer Distribution names. ARW ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARW |
Arrow Electronics, Inc.
This page
|
176,360 | $37,636,987 | |
| 2 | AVT |
Avnet Inc
|
72,000 | $6,395,040 |
All Filings in ARW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,636,987 | 176,360 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||