Lakewood 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	$79.6M	Buy	624,360 +77,000	+14%	+$9.81M	5.94%	3
2025 Q1	$56.8M	Buy	547,360 +348,000	+175%	+$36.1M	4.96%	5
2024 Q4	$22.6M	Buy	+199,360	New	+$22.6M	2.02%	19