ARW
Arrow Electronics Inc
4 super-investors hold ARW worth a combined $308M. The largest position: Greenhaven Associates at 4.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #339 of 724 scored stocks.
Why super-investors own ARW
Ownership of ARW within this cohort is almost entirely a Greenhaven Associates story: the firm holds $272M in Arrow Electronics, representing 4.5% of its portfolio and roughly 88% of the cohort's total $308M position. The other three holders — Tweedy Browne, Richard Pzena, and Joel Greenblatt — carry negligible weights of 0.1% or less. Activity was flat in 2026Q1, with no new positions, additions, trims, or exits, and cohort owner count has held at a steady four for at least the past several quarters after a long stretch at just one. Interest is neither rising nor fading — this is a largely static, Greenhaven-dominated holding with minimal broader cohort conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 4.5% | 13q | $272M | 1,895,860 |
| 2 | Richard Pzena | 0.1% | 40q | $30M | 211,048 |
| 3 | Joel Greenblatt | <0.1% | 37q | $5M | 31,930 |
| 4 | Tweedy Browne | 0.1% | 4q | $2M | 11,670 |
Owners of ARW also hold
Long US equity 13F-HR filings only. CUSIP 042735100. Not investment advice.