SCHEDULE: ACR Entities Report Stake in Arrow Electronics

Several ACR and Alpine entities have reported beneficial ownership of 2.9% of Arrow Electronics' common stock as of June 30, 2026.

Summary

• ACR Alpine Capital Research, LLC and related entities, collectively referred to as the Reporting Persons, have filed an amendment to their Schedule 13G.
• The filing indicates that as of June 30, 2026, the Reporting Persons beneficially own 1,458,082.50 shares of Arrow Electronics, Inc. common stock.
• This represents 2.9% of the class of securities outstanding, based on 51,133,946 shares outstanding as of April 30, 2026.
• The Reporting Persons include various investment funds and management entities, with ACR Alpine Capital Research, LLC acting as the investment manager for several of these entities.
• Nicholas V. Tompras and Jennifer O. Tompras are identified as trustees of the Nicholas V. Tompras Living Trust 9/23/03, which holds voting capital stock of Alpine Holdings Corp., a related entity.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it is a routine Schedule 13G filing indicating a change in beneficial ownership percentage, rather than a report on financial performance or strategic shifts.

Positives

• The filing clearly outlines the beneficial ownership of a significant block of shares (2.9%) by the reporting entities, providing transparency to the market.
• The structured nature of the Schedule 13G filing ensures that key information regarding ownership and control is readily available.

Negatives

• The filing does not contain any financial performance data, strategic updates, or forward-looking statements, limiting its insight into the company's operational health.
• The complex web of reporting entities and their relationships could obscure the ultimate beneficial ownership for casual observers.

Risks

• While not explicitly stated as a risk in this filing, significant beneficial ownership by investment firms can sometimes lead to activist investor campaigns or pressure on management.
• The filing itself does not present risks related to Arrow Electronics' business operations, but rather reflects a change in shareholding structure.

Future Outlook

This filing is a Schedule 13G, which reports beneficial ownership and does not contain forward-looking statements or company guidance.

Management Comments

• Each of the Reporting Persons disclaims beneficial ownership of all Common Stock included in this report other than the Common Stock held of record by such Reporting Person, and the filing of this report shall not be construed as an admission that any such person or entity is the beneficial owner of any such securities for purposes of Section 13(d) or 13(g) of the Exchange Act, or for any other purpose.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. This filing indicates a notable position held by ACR and Alpine entities in the electronics distribution sector, a competitive landscape.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant ownership stakes, potentially influencing market perception and trading activity.
• Management: May face increased scrutiny or engagement from the reporting entities regarding corporate strategy and governance.

Next Steps

• The Reporting Persons will continue to monitor their investment in Arrow Electronics, Inc.
• Further amendments to this Schedule 13G will be filed if there are material changes in beneficial ownership.

Key Dates

Keywords

Arrow Electronics, Schedule 13G, Beneficial Ownership, ACR Alpine Capital Research, Investment Management, Common Stock, Shareholder