GoodHaven Capital Management’s Arrow Electronics ARW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Hold	88,688	–	–	3.93%	13
2025 Q1	$9.21M	Buy	88,688 +33,383	+60%	+$3.47M	3.12%	13
2024 Q4	$6.26M	Buy	55,305 +50	+0.1%	+$5.66K	2.02%	13
2024 Q3	$7.34M	Buy	55,255 +15,235	+38%	+$2.02M	2.43%	12
2024 Q2	$4.83M	Buy	+40,020	New	+$4.83M	1.77%	14