← Top Holdings
ARWArrow Electronics Inc (ARW)
CUSIP: 042735100
5
Guru Owners
$276.0M
Total Value Held
2.5M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Greenhaven Associates | 1899971 | $209.3M | 3.39% | $110.18 | Q4 2025 | |
| Bragg Financial Advisors | 265161 | $29.2M | 0.95% | $110.18 | Q4 2025 | |
| Pzena Investment Management | 211106 | $23.3M | 0.07% | $110.18 | Q4 2025 | |
| Bridgewater Associates | 121334 | $13.4M | 0.05% | $110.18 | Q4 2025 | |
| Tweedy Browne Company | 7530 | $830K | 0.07% | $110.18 | Q4 2025 |
📊 Fundamentals
Market Cap$9.0B
P/E Ratio16.1x
Near market avg
Forward P/E11.2x
EPS (TTM)$10.93
Revenue (TTM)$30.9B
Profit Margin1.85%
Beta1.00
52-Week Range
$101.79
$179.28
Current: $175.97
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 16.1x trailing earnings → 11.2x forward · 1.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '255 owners · $276.0M
Q3 '255 owners · $306.5M
Q2 '255 owners · $319.8M
Q1 '254 owners · $261.5M
Q4 '241 owners · $19.7M
Q3 '241 owners · $8.4M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 4.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
ARW: Held by 5 superinvestors · 4 congress member trades
$50,001 - $100,0002026-01-27
$1,001 - $15,0002025-08-21
$15,001 - $50,0002025-04-07
$50,001 - $100,0002024-11-22