LAKEWOOD CAPITAL MANAGEMENT, LP ARW — ARROW ELECTRS INC

Ownership history in LAKEWOOD CAPITAL MANAGEMENT, LP  ·  7 quarters on record

AI Ownership Summary

LAKEWOOD CAPITAL MANAGEMENT, LP reported ARROW ELECTRS INC (ARW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 5.94% in 2025 Q2. The latest visible filing shows ARW at 1.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAKEWOOD CAPITAL MANAGEMENT, LP's position in ARROW ELECTRS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ARW was reported at 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARW stock page LAKEWOOD CAPITAL MANAGEMENT, LP fund profile LAKEWOOD CAPITAL MANAGEMENT, LP full holdings
How LAKEWOOD CAPITAL MANAGEMENT, LP held ARW — position size vs. price
% of Fund (quarterly)    ARW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 176,360 -79,000 -30.9% 1.94% $37.6M 2026-08-14 $213.99
2026 Q1 REDUCED 51.2% +49.9% ❌ 255,360 -268,000 -51.2% 2.31% $36.6M 2026-05-15 $208.37
2025 Q4 REDUCED 9.4% +30.2% ❌ 523,360 -54,000 -9.4% 3.82% $57.7M 2026-02-17 $152.79
2025 Q3 REDUCED 7.5% -6.6% ✅ 577,360 -47,000 -7.5% 5.27% $69.9M 2025-11-14 $108.16
2025 Q2 ADDED — — — 624,360 +77,000 +14.1% 5.94% $79.6M 2025-08-14 $125.86
2025 Q1 ADDED — — — 547,360 +348,000 +174.6% 4.96% $56.8M 2025-05-15 $120.59
2024 Q4 INITIATED — — — 199,360 — — 2.02% $22.6M 2025-02-14 $109.12

🏢 Other funds also holding ARW

As of 2026 Q2 — sorted by position size

Oldfield Partners LLP 3Y 7Y 16.22% ENGLISH CAPITAL MANAGEMENT LLC 7.75% GoodHaven Capital Management, LLC 3Y 7Y 4.69% ACR Alpine Capital Research, LLC 3Y 7Y 4.42% GREENHAVEN ASSOCIATES INC 3Y 7Y 4.35% Polaris Capital Management, LLC 3Y 7Y 3.93% Rivermont Capital Management LP 3Y 3.49% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 3.35% Buttonwood Financial Advisors Inc. 3Y 3.2% TOWLE & CO 3Y 7Y 3.11%

FAQ About LAKEWOOD CAPITAL MANAGEMENT, LP and ARW

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAKEWOOD CAPITAL MANAGEMENT, LP reported owning ARW?

LAKEWOOD CAPITAL MANAGEMENT, LP reported ARW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ARW position in LAKEWOOD CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for ARW was 5.94% in 2025 Q2.

What is the latest reported ARW position on this page?

The most recent filing on this page is 2026 Q2, when LAKEWOOD CAPITAL MANAGEMENT, LP reported 176,360 shares, equal to 1.94% of portfolio, with an estimated market value of $37.6M.

What does the chart on this ARW ownership page compare?

The chart compares LAKEWOOD CAPITAL MANAGEMENT, LP's quarterly ARW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LAKEWOOD CAPITAL MANAGEMENT, LP time their ARW position?

Based on 13F filing dates vs. subsequent ARW price moves, LAKEWOOD CAPITAL MANAGEMENT, LP correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on ARW relative to SPY over the holding period was +714.5%.

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