LYRICAL ASSET MANAGEMENT LP

Position in ARW — Arrow Electronics, Inc.

CIK 1542302 NEW YORK, NY

Back to ARW Full portfolio

Position in ARW

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$182,132,420

+$35,738,678 QoQ

Shares Held

1,270,012

-4.4% QoQ

Ownership

2.48%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 67.50463775145433.ToString("F0")% Shared 32.49536224854568.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, 2026

LYRICAL ASSET MANAGEMENT LP holds $380,641,498 across 2 Electronics & Computer Distribution names. ARW ranks #2 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SNX	Td Synnex Corp	1,176,629	$198,509,078
2	ARW	Arrow Electronics, Inc. This page	1,270,012	$182,132,420

All Filings in ARW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$182,132,420	1,270,012	-4.4%	Shares	Sole	2026-05-11
2025-12-31	$146,393,742	1,328,678	-5.9%	Shares	Sole	2026-02-11
2025-09-30	$170,813,522	1,411,682	+5.9%	Shares	Sole	2025-11-12
2025-06-30	$169,886,235	1,333,173	-6.9%	Shares	Sole	2025-08-12
2025-03-31	$148,761,394	1,432,740	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$164,576,364	1,454,883	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$191,967,642	1,445,213	-4.9%	Shares	Sole	2024-11-12
2024-06-30	$183,557,373	1,520,018	-2.7%	Shares	Sole	2024-08-12
2024-03-31	$202,272,705	1,562,434	+42.6%	Shares	Sole	2024-05-13
2023-12-31	$133,955,315	1,095,749	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$136,696,454	1,091,476	-4.6%	Shares	Sole	2023-11-13
2023-06-30	$163,952,946	1,144,683	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$153,944,980	1,232,842	-3.7%	Shares	Sole	2023-05-12
2022-12-31	$133,862,775	1,280,126	-2.7%	Shares	Sole	2023-02-14
2022-09-30	$121,301,758	1,315,780	-9.2%	Shares	Sole	2022-11-14
2022-06-30	$162,503,037	1,449,755	+0.0%	Shares	Sole	2022-08-11
2022-03-31	$171,916,460	1,449,182	+2.7%	Shares	Sole	2022-05-13
2021-12-31	$189,385,418	1,410,482	-10.0%	Shares	Sole	2022-02-14
2021-09-30	$176,036,359	1,567,694	-5.5%	Shares	Sole	2021-11-12
2021-06-30	$188,813,008	1,658,728	-8.7%	Shares	Sole	2021-08-13
2021-03-31	$201,250,782	1,816,015	+6.1%	Shares	Sole	2021-05-17
2020-12-31	$166,525,933	1,711,469	+1.2%	Shares	Sole	2021-02-09
2020-09-30	$132,975,831	1,690,514	-4.5%	Shares	Sole	2020-11-13
2020-06-30	$121,539,605	1,769,393	-1.3%	Shares	Sole	2020-08-07
2020-03-31	$93,025,629	1,793,438	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.