Verdad Advisers, LP

Position in ARW — Arrow Electronics, Inc.

CIK 1812822 BOSTON, MA

Position in ARW

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

Position Value

$421,698

+$88,987 QoQ

Shares Held

1,976

-14.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#406

of 632 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Verdad Advisers, LP holds $1,973,924 across 3 Electronics & Computer Distribution names. ARW ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNXN	Pc Connection Inc	11,084	$809,021
2	SNX	Td Synnex Corp	2,780	$743,205
3	ARW	Arrow Electronics, Inc. This page	1,976	$421,698

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,698	1,976	-14.8%	Shares	Sole	2026-08-14
2026-03-31	$332,711	2,320	+15.9%	Shares	Sole	2026-05-15
2024-03-31	$259,178	2,002	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.