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. | Oldfield Partners Richard Oldfield | 315,300 | $45,217,173 | -14% | 11.5% |
| 3. | Polaris Capital Management Bernard Horn | 286,603 | $41,101,736 | -3% | 3.36% |
| 4. | SG Capital Management Ken Grossman And Glen Schneider | 283,108 | $40,600,518 | 2.7% | |
| 5. | Pzena Investment Management Richard S. Pzena | 211,048 | $30,266,394 | -1% | 0.1% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $155.32 | 2,500 | $388,300.00 | 24,096 | 2026-02-17 | Filing | |
| $157.45 | 3,972 | $625,391.40 | 50,901 | 2026-02-11 | Filing | |
| $157.33 | 3,693 | $581,019.69 | 46,982 | 2026-02-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,578,313 | $513,165,867 | 7.66% | |
| 2. | 3,198,502 | $458,697,172 | 0.02% | |
| 3. | 3,007,509 | $431,280,383 | 0.09% | |
| 4. | 2,291,860 | $328,675,643 | 0.01% | |
| 5. | 623,394 | $89,400,960 | 0.02% |