Arrow Electronics, Inc. (NYSE:ARW) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Arrow Electronics First Quarter 2026 Earnings Call. Today's conference call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 1,895,860 | $271,885,283 | -1% | 4.48% |
| 2. | AQR Capital Management Cliff Asness | 1,717,221 | $240,445,222 | -15% | 0.11% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,270,012 | $182,132,421 | -5% | 2.78% |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,081,078 | $155,037,396 | +447% | 0.59% |
| 5. | Oldfield Partners Richard Oldfield | 315,300 | $45,217,173 | -14% | 11.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $151.87 | 3,960 | $601,408.37 | 44,722 | 2026-02-19 | Filing | |
| $114.91 | 8,630 | $991,693.15 | 122,408 | 2025-08-01 | Filing | |
| $104.12 | 1,900 | $197,828.00 | 7,858 | 2025-03-12 | Filing | |
| $60.62 | 412 | $24,977.05 | 11,875 | 2020-05-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $216.00 | 3,000 | $648,000.00 | 12,626 | 2026-05-22 | Filing | |
| $212.08 | 16,000 | $3,393,280.00 | 32,870 | 2026-05-21 | Filing | |
| $210.99 | 3,473 | $732,750.91 | 48,835 | 2026-05-20 | Filing | |
| $160.00 | 1,891 | $302,560.00 | 15,626 | 2026-02-23 | Filing | |
| $160.00 | 2,187 | $349,920.00 | 15,626 | 2026-02-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,938,009 | $708,159,831 | 0.01% | |
| 2. | 3,578,313 | $513,165,867 | 7.66% | |
| 3. | 3,198,502 | $458,697,172 | 0.02% | |
| 4. | 3,007,509 | $431,280,383 | 0.09% | |
| 5. | 2,291,860 | $328,675,643 | 0% |