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

By John Ballard – Feb 25, 2026 at 8:10AM ESTKey PointsACR Alpine Capital Research, LLC increased its stake in Arrow Electronics by 1,028,778 shares.Quarter-end position value rose by approximately $87 million, reflecting both trading activity and stock price movement.The trade represented approximately a 1.7% increase relative to the fund’s reported $6.4 billion in assets under management (AUM).ACR Alpine Capital held a position valued at $379 million at the end of the fourth quarter.The stake now represents 5.9% of reported AUM, placing it outside the fund’s top five holdings.NYSE: ARWArrow ElectronicsMarket Cap$8.0BToday's Changeangle-down(-1.60%) $2.51Current Price$154.39Price as of February 25, 2026 at 3:58 PM ETArrow Electronics is a global distributor delivering electronic components and enterprise IT solutions to industrial and commercial clients.On Feb. 4, 2026, ACR Alpine Capital Research, LLC disclosed a significant buy of Arrow Electronics (ARW 1.60%) in the fourth quarter.What happenedAccording to a filing with the Securities and Exchange Commission dated Feb. 4, 2026, ACR Alpine Capital Research, LLC acquired 1,028,778 additional shares of Arrow Electronics. The position’s quarter-end value increased by $87 million, reflecting the additional shares purchased and market pricing changes.ExpandNYSE: ARWArrow ElectronicsToday's Change(-1.60%) $-2.51Current Price$154.39Key Data PointsMarket Cap$8.0BDay's Range$152.31 - $158.3652wk Range$86.50 - $162.61Volume24KAvg Vol583KGross Margin10.79%What else to knowThe increase brings the Arrow Electronics position to 5.9% of ACR Alpine Capital Research, LLC’s 13F reportable AUM as of Dec. 31, 2025.Top holdings after this filing:NYSEMKT:GBIL: $811.0 million (12.6% of AUM)NYSE:FDX: $502.8 million (7.8% of AUM)NYSE:JNJ: $462.9 million (7.2% of AUM)NYSE:THO: $424.4 million (6.6% of AUM)NYSE:C: $418.8 million (6.5% of AUM)As of Feb. 4, 2026, Arrow Electronics shares were trading at $137.99, up 21.3% over the past year and outperforming the S&P 500 by 7.27 percentage points.Company overviewMetricValueRevenue (TTM)$30.8 billionNet income (TTM)$569.7 millionMarket capitalization$7.0 billionPrice (as of market close February 4, 2026)$137.99Company snapshotOffers electronic components, enterprise computing solutions, and related services across the Americas, EMEA, and Asia Pacific regions; revenue is primarily driven by semiconductor, passive component, and computing solution distribution.Operates a two-segment business model: Global Components focuses on component distribution and value-added services, while Global Enterprise Computing Solutions delivers datacenter, cloud, security, and analytics offerings, generating income through product sales and service integration.Serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial clients worldwide.Arrow Electronics is a leading global technology distributor with a diversified revenue base and broad geographic reach. The company leverages its scale and logistics expertise to deliver a comprehensive suite of products and services to industrial and commercial customers. Strategic positioning in both component distribution and enterprise computing enables Arrow to address evolving technology needs and maintain a competitive advantage in the technology supply chain.What this transaction means for investorsACR Alpine Capital Research does extensive research on companies to identify potentially undervalued stocks. The fund added to several of its largest positions in the quarter, including FedEx, Johnson & Johnson, and Thor Industries. Arrow Electronics is outside its top five holdings, but made a significant purchase of over 1 million shares in the quarter.Arrow Electronics distributes parts for cars, electronics, and data centers, among other things. The company experienced a recovery toward the end of the year. Its full-year revenue grew 10% to over $30 billion. ACR Alpine Capital’s purchase appears to align with this sudden recovery in the business. Also, it suggests there could be more upside if business conditions in the industrial sector continue to improve. On that note, the ISM Manufacturing PMI also rose above the crucial 50 level recently, signaling a broader recovery in the manufacturing sector. Arrow Electronics’ focus on shifting more investment to high-margin areas of its business puts it in a solid position to capitalize on this opportunity. About the AuthorJohn Ballard has been a contributing writer at The Motley Fool since 2016, covering consumer goods and technology stocks. He holds a bachelor’s degree in business administration with a focus in real estate finance from the University of Arkansas at Little Rock.TMFRazorbackStocks MentionedArrow ElectronicsNYSE: ARW$154.39 (1.60%) $2.51Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETFNYSEMKT: GBIL$100.16 (+0.00%) $+0.00FedExNYSE: FDX$382.62 (1.02%) $3.94Johnson & JohnsonNYSE: JNJ$245.30 (0.40%) $0.98Thor IndustriesNYSE: THO$103.85 (4.30%) $4.67CitigroupNYSE: C$114.34 (+4.36%) $+4.78*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.