← Top Holdings

ARWArrow Electronics Inc (ARW)

CUSIP: 042735100

4

Guru Owners

$342.3M

Total Value Held

2.4M

Total Shares

$271.9M
4.48%
$38.5M
1.22%
$30.3M
0.10%
$1.7M
0.13%

📊 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

$0$85.6M$171.1M$256.7M$342.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $342.3M
REDUCEDEdgar Wachenheim$271.9M
INCREASEDFPA Queens Road$38.5M
REDUCEDRichard Pzena$30.3M
REDUCEDTweedy Browne$1.7M
Q4 '255 owners · $276.0M
INCREASEDEdgar Wachenheim$209.3M
INCREASEDFPA Queens Road$29.2M
INCREASEDRichard Pzena$23.3M
REDUCEDRay Dalio$13.4M
INCREASEDTweedy Browne$830K
Q3 '255 owners · $306.5M
REDUCEDEdgar Wachenheim$229.7M
INCREASEDFPA Queens Road$29.8M
REDUCEDRichard Pzena$25.5M
INCREASEDRay Dalio$20.7M
INCREASEDTweedy Browne$780K
Q2 '255 owners · $319.8M
REDUCEDEdgar Wachenheim$243.7M
INCREASEDFPA Queens Road$31.2M
REDUCEDRay Dalio$16.3M
Q1 '254 owners · $261.5M
INCREASEDFPA Queens Road$25.1M
NEWRichard Pzena$23.0M
REDUCEDRay Dalio$14.7M
Q4 '242 owners · $38.3M
REDUCEDRay Dalio$19.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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
ARW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker