Tweedy Browne added ARW · ARROW ELECTRONICS, INC.
$4M · now 0.3% of the portfolio
TRADED BY
Sep 30
FILED
Nov 4
YOU SEE IT
Nov 4
35 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.
$201 now
OUR VALUE
$201 today
low $169mid $226high $282
3 models, as of 2026-11-04.
Fairly priced now: inside our value range. The easy part has happened.
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