Edgar Wachenheim III trimmed ARW · ARROW ELECTRONICS, INC.
$337M · now 0.0% of the portfolio
TRADED BY
Sep 30
FILED
Oct 26
YOU SEE IT
Oct 26
26 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$215 now
OUR VALUE
$215 today
low $174mid $233high $291
3 models, as of 2026-10-26.
They sold inside our value range.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.