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.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。