Hound Partners’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	$20.7M	Sell	162,381 -17,850	-10%	-$2.27M	2.8%	11
2025 Q1	$18.7M	Buy	180,231 +39,748	+28%	+$4.13M	3.71%	8
2024 Q4	$15.9M	Buy	+140,483	New	+$15.9M	6.1%	5