Hound Partners’s Arrow Electronics ARW Stock Holding History

Hound Partners’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	–	Sell	-55,099	Closed	-$7.9M	–	33
2026 Q1	$7.9M	Sell	55,099 -80,596	-59%	-$11M	0.99%	19
2025 Q4	$15M	Sell	135,695 -28,166	-17%	-$3.2M	2.01%	11
2025 Q3	$19.8M	Buy	163,861 +1,480	+0.9%	+$186K	2.55%	9
2025 Q2	$20.7M	Sell	162,381 -17,850	-10%	-$2.05M	2.8%	11
2025 Q1	$18.7M	Buy	180,231 +39,748	+28%	+$4.38M	3.71%	8
2024 Q4	$15.9M	Buy	+140,483	New	+$17.3M	6.1%	6

Other funds holding ARW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Hound Partners's ARW Position: Q2 2026 in Review

Hound Partners sold out of Arrow Electronics (ARW) in Q2 2026, closing a stake of 55,099 shares — an estimated $7.9M sold.

Hound Partners first reported a position in ARW in Q4 2024 and held it in 6 quarters. The position peaked at $20.7M in Q2 2025. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

Hound Partners reported no remaining Arrow Electronics position as of Q2 2026 after selling out during the quarter.
Hound Partners sold 55,099 Arrow Electronics shares in Q2 2026, an estimated $7.9M.
Hound Partners first reported a position in Arrow Electronics in Q4 2024 and held it in 6 quarters.
Hound Partners's Arrow Electronics position peaked at $20.7M in Q2 2025.
631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Hound Partners's 13F filing for Q2 2026, filed 14 Aug 2026.