← Top Holdings
ARWArrow Electronics Inc (ARW)
CUSIP: 042735100
4
Guru Owners
$342.3M
Total Value Held
2.4M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Greenhaven Associates | 1895860 | $271.9M | 4.48% | $143.41 | Q1 2026 | |
| Bragg Financial Advisors | 268197 | $38.5M | 1.22% | $143.41 | Q1 2026 | |
| Pzena Investment Management | 211048 | $30.3M | 0.10% | $143.41 | Q1 2026 | |
| Tweedy Browne Company | 11670 | $1.7M | 0.13% | $143.41 | Q1 2026 |
📊 Fundamentals
Market Cap$9.9B
P/E Ratio13.9x
Below market avg
Forward P/E9.1x
P/FCF37.5x
EPS (TTM)$13.98
Revenue (TTM)$33.5B
Profit Margin2.17%
Beta1.20
52-Week Range
$101.79
$237.33
Current: $193.88
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 13.9x trailing earnings → 9.1x forward · 2.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '264 owners · $342.3M
SOLDRay Dalio
Q4 '255 owners · $276.0M
Q3 '255 owners · $306.5M
Q2 '255 owners · $319.8M
Q1 '254 owners · $261.5M
Q4 '242 owners · $38.3M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 4.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.8%
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 4 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