ACR Alpine Capital Research Buys 1 Million Shares of Arrow Electronics Stock

8 months ago 34

John Ballard, The Motley Fool

Wed, February 25, 2026 astatine 7:30 AM CST 4 min read

On Feb. 4, 2026, ACR Alpine Capital Research, LLC disclosed a important bargain of Arrow Electronics (NYSE:ARW) successful the 4th quarter.

According to a filing with the Securities and Exchange Commission dated Feb. 4, 2026, ACR Alpine Capital Research, LLC acquired 1,028,778 further shares of Arrow Electronics. The position’s quarter-end worth accrued by $87 million, reflecting the further shares purchased and marketplace pricing changes.

The summation brings the Arrow Electronics presumption to 5.9% of ACR Alpine Capital Research, LLC’s 13F reportable AUM arsenic of Dec. 31, 2025.
Top holdings aft this filing:
- NYSEMKT:GBIL: $811.0 cardinal (12.6% of AUM)
- NYSE:FDX: $502.8 cardinal (7.8% of AUM)
- NYSE:JNJ: $462.9 cardinal (7.2% of AUM)
- NYSE:THO: $424.4 cardinal (6.6% of AUM)
- NYSE:C: $418.8 cardinal (6.5% of AUM)
As of Feb. 4, 2026, Arrow Electronics shares were trading astatine $137.99, up 21.3% implicit the past twelvemonth and outperforming the S&P 500 by 7.27 percent points.

Metric

Value

Revenue (TTM)	$30.8 billion
Net income (TTM)	$569.7 million
Market capitalization	$7.0 billion
Price (as of marketplace adjacent February 4, 2026)	$137.99

Offers physics components, endeavor computing solutions, and related services crossed the Americas, EMEA, and Asia Pacific regions; gross is chiefly driven by semiconductor, passive component, and computing solution distribution.
Operates a two-segment concern model: Global Components focuses connected constituent organisation and value-added services, portion Global Enterprise Computing Solutions delivers datacenter, cloud, security, and analytics offerings, generating income done merchandise income and work integration.
Serves archetypal instrumentality manufacturers, value-added resellers, managed work providers, declaration manufacturers, and different commercialized clients worldwide.

Arrow Electronics is simply a starring planetary exertion distributor with a diversified gross basal and wide geographic reach. The institution leverages its standard and logistics expertise to present a broad suite of products and services to concern and commercialized customers. Strategic positioning successful some constituent organisation and endeavor computing enables Arrow to code evolving exertion needs and support a competitory vantage successful the exertion proviso chain.

ACR Alpine Capital Research does extended probe connected companies to place perchance undervalued stocks. The money added to respective of its largest positions successful the quarter, including FedEx, Johnson & Johnson, and Thor Industries. Arrow Electronics is extracurricular its apical 5 holdings, but made a important acquisition of implicit 1 cardinal shares successful the quarter.

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