SCHEDULE: Alpine Capital Research Discloses 6.7% Stake in Arrow Electronics

ACR Alpine Capital Research and its affiliates have reported a 6.7% beneficial ownership stake in Arrow Electronics, Inc., totaling 3,451,606 shares of common stock.

Summary

• ACR Alpine Capital Research, LLC and its affiliated entities (collectively, the "Reporting Persons") have disclosed beneficial ownership of 3,451,606 shares of Arrow Electronics, Inc. common stock.
• This represents 6.7% of the outstanding common stock of Arrow Electronics, Inc.
• The percentage is based on 51,511,356 common shares outstanding as of October 23, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed on October 30, 2025.
• The Reporting Persons include various investment funds, management companies, and individuals, all linked through a control structure ultimately involving Nicholas V. Tompras and Jennifer O. Tompras.
• The filing certifies that the securities were not acquired for the purpose of changing or influencing control of Arrow Electronics, Inc., other than activities solely in connection with a nomination under Rule 240.14a-11.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating a significant institutional investor's confidence in Arrow Electronics' valuation and future prospects through a passive stake.

Positives

• A significant institutional investor, ACR Alpine Capital Research, has taken a substantial passive stake, potentially signaling confidence in Arrow Electronics' long-term value.
• The passive nature of the investment, as certified, suggests a belief in the current management and strategic direction without immediate intent to influence control.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that institutional investors frequently take passive stakes in established companies like Arrow Electronics, a global provider of electronic components and enterprise computing solutions. Such disclosures are common and often reflect a long-term investment strategy rather than an immediate catalyst for change.

Stakeholder Impact

• Shareholders: The disclosure of a significant passive stake by an institutional investor may be viewed positively, potentially increasing investor confidence and market liquidity for Arrow Electronics' stock.

Key Dates

Recommendation

The filing indicates a substantial passive investment by ACR Alpine Capital Research, suggesting a belief in the company's long-term value without intent to influence control. This is a neutral to slightly positive signal for existing shareholders, warranting a "hold" recommendation as it doesn't present new fundamental information about the company's operations or financial performance that would justify a "buy" or "sell" action. It primarily confirms institutional interest.

Keywords

Arrow Electronics, Common Stock, Beneficial Ownership, Schedule 13G, ACR Alpine Capital Research, Institutional Investor, Passive Investment, Equity Stake, 042735100