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GoodHaven Capital Management’s Arrow Electronics ARW Stock Holding History

GoodHaven Capital Management’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Hold
69,866
– – 4.69% 8
2026
Q1 		$10M Sell
69,866
-27
-0% -$3.7K 3.49% 12
2025
Q4 		$7.7M Sell
69,893
-19,085
-21% -$2.17M 2.49% 13
2025
Q3 		$10.8M Buy
88,978
+290
+0.3% +$36.5K 3.47% 13
2025
Q2 		$11.3M Hold
88,688
– – 3.93% 13
2025
Q1 		$9.21M Buy
88,688
+33,383
+60% +$3.68M 3.12% 13
2024
Q4 		$6.26M Buy
55,305
+50
+0.1% +$6.17K 2.02% 13
2024
Q3 		$7.34M Buy
55,255
+15,235
+38% +$1.93M 2.43% 12
2024
Q2 		$4.83M Buy
+40,020
New +$5.11M 1.77% 14

Other funds holding ARW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

GoodHaven Capital Management's ARW Position: Q2 2026 in Review

GoodHaven Capital Management held its Arrow Electronics (ARW) position steady in Q2 2026 at 69,866 shares worth $14.9M. The position accounts for 4.69% of the portfolio, ranked #8.

GoodHaven Capital Management first reported a position in ARW in Q2 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • GoodHaven Capital Management held 69,866 shares of Arrow Electronics worth $14.9M as of Q2 2026.
  • GoodHaven Capital Management left its Arrow Electronics share count unchanged in Q2 2026.
  • Arrow Electronics made up 4.69% of GoodHaven Capital Management's portfolio in Q2 2026, its #8 holding.
  • GoodHaven Capital Management first reported a position in Arrow Electronics in Q2 2024 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on GoodHaven Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.