Lakewood Capital Management’s Arrow Electronics ARW Stock Holding History

Lakewood 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	$37.6M	Sell	176,360 -79,000	-31%	-$15.8M	1.94%	20
2026 Q1	$36.6M	Sell	255,360 -268,000	-51%	-$36.7M	2.31%	15
2025 Q4	$57.7M	Sell	523,360 -54,000	-9%	-$6.13M	3.82%	7
2025 Q3	$69.9M	Sell	577,360 -47,000	-8%	-$5.91M	5.27%	3
2025 Q2	$79.6M	Buy	624,360 +77,000	+14%	+$8.84M	5.94%	3
2025 Q1	$56.8M	Buy	547,360 +348,000	+175%	+$38.4M	4.96%	5
2024 Q4	$22.6M	Buy	+199,360	New	+$24.6M	2.02%	20

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

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

Lakewood Capital Management reduced its Arrow Electronics (ARW) stake by 31% in Q2 2026, selling an estimated $15.8M and leaving 176,360 shares worth $37.6M. The position accounts for 1.94% of the portfolio, ranked #20.

Lakewood Capital Management first reported a position in ARW in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.6M in Q2 2025. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

Lakewood Capital Management held 176,360 shares of Arrow Electronics worth $37.6M as of Q2 2026.
Lakewood Capital Management sold 79,000 Arrow Electronics shares in Q2 2026, an estimated $15.8M.
Arrow Electronics made up 1.94% of Lakewood Capital Management's portfolio in Q2 2026, its #20 holding.
Lakewood Capital Management first reported a position in Arrow Electronics in Q4 2024 and has held it in 7 quarters since.
Lakewood Capital Management's Arrow Electronics position peaked at $79.6M in Q2 2025.
631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.