ARW — ARROW ELECTRS INC

Ownership history in Oak Thistle LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in ARROW ELECTRS INC (ARW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.39% (2024 Q2)
Avg. % of fund
0.2%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,689 +277 +8.1% 0.07% $446K $121.00
2025 Q1 REDUCED 3,412 -392 -10.3% 0.07% $354K $103.83
2024 Q3 REDUCED 3,804 -579 -13.2% 0.16% $505K $132.83
2024 Q2 REDUCED 4,383 -3,894 -47.0% 0.39% $529K $120.76
2023 Q4 INITIATED 8,277 — — 0.29% $1.0M —
% of Fund (quarterly)    ARW price (monthly, adj. close)

Other funds also holding ARW

As of 2025 Q4 — sorted by position size

Lind Value II ApS 13.64% Oldfield Partners LLP 3Y 7Y 11.45% ACR Alpine Capital Research, LLC 3Y 7Y 5.92% ENGLISH CAPITAL MANAGEMENT LLC 5.35% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 3.82% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.46% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.39% Polaris Capital Management, LLC 3Y 7Y 2.7% GoodHaven Capital Management, LLC 3Y 7Y 2.49% Hound Partners, LLC 3Y 7Y 2.01%
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