SCHEDULE: Alpine Capital Research Discloses 5.1% Stake in Arrow Electronics

ACR Alpine Capital Research and affiliated entities have reported a 5.1% beneficial ownership stake in Arrow Electronics, Inc., totaling 2,633,060 shares.

Summary

• ACR Alpine Capital Research, LLC and its affiliated entities, including ACR Alpine Capital Research, LP, ACR Alpine Capital GP, LLC, Alpine Investment Management, LLC, Alpine Holdings Corp, Nicholas V. Tompras Living Trust, Nicholas V. Tompras, and Jennifer O. Tompras, collectively reported beneficial ownership of 2,633,060 shares of Arrow Electronics, Inc. Common Stock.
• This aggregate ownership represents 5.1% of the outstanding Common Stock of Arrow Electronics, Inc.
• The percentage is based on 51,501,705 Common Stock outstanding as of July 24, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed on July 31, 2025.
• The filing was made under Rule 13d-1(b), indicating that the securities were not acquired or held for the purpose of changing or influencing the control of the issuer.
• All reporting persons disclaim beneficial ownership of Common Stock other than those held of record by such reporting person, and the filing does not constitute an admission of beneficial ownership for Section 13(d) or 13(g) purposes.

Sentiment

Score: 7

Explanation: The filing indicates a significant, passive investment by a reputable firm, suggesting a positive long-term view of the company without any intent to influence control. This is generally a neutral to positive signal for existing shareholders.

Positives

• A significant institutional investor group, ACR Alpine Capital Research, has taken a substantial passive stake in Arrow Electronics, indicating confidence in the company's long-term value proposition.
• The filing explicitly states the investment is passive, not intended to influence or change control, which can provide stability and reduce concerns about activist investor actions.

Negatives

• No specific negative financial or operational details are disclosed in this beneficial ownership report.

Risks

• The filing itself does not detail specific risks related to Arrow Electronics' operations or financial health, as it is a disclosure of beneficial ownership by an external party.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding Arrow Electronics' future performance or strategic direction, as it is a disclosure of beneficial ownership by an external party.

Industry Context

This filing indicates that a notable investment firm, ACR Alpine Capital Research, views Arrow Electronics as an attractive investment opportunity within its sector, choosing to hold a significant passive stake. Such disclosures can sometimes signal broader investor interest in the electronics distribution and value-added services industry, though this filing does not provide specific industry analysis.

Stakeholder Impact

• Shareholders: The disclosure of a new significant institutional investor holding a 5.1% stake may be viewed positively, potentially increasing investor confidence and liquidity. It signals that a professional investment firm sees value in the company.
• Company Management: Awareness of a new significant shareholder, even a passive one, may influence management's perception of their shareholder base.

Key Dates

Recommendation

The filing indicates a significant, passive investment by a reputable firm, which is generally a positive signal. However, a Schedule 13G filing alone does not provide enough fundamental or operational information to warrant a 'buy' or 'sell' recommendation. It primarily confirms a substantial investor's position, suggesting a 'hold' for existing investors and further due diligence for potential new investors.

Keywords

Arrow Electronics, ACR Alpine Capital Research, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Passive Investment, Equity Stake, SEC Filing