3
ARW
Arrow Electronics Inc (ARW) · Other
Consensus score 3/100 · #119 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.9%
of their portfolios
Combined value
$281M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 4.5% | $272M | HOLD |
| Hound Partners Concentrated | 1.0% | $8M | TRIM |
| Tweedy Browne Graham/global value | 0.1% | $2M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.