Lakewood Capital Management Trims Arrow Electronics Holdings

Hedge fund reduces stake in technology company by 7.5% in Q3

Mar. 14, 2026 at 11:20am

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Lakewood Capital Management LP, a hedge fund based in Lakewood, Colorado, reduced its stake in Arrow Electronics, Inc. (NYSE:ARW) by 7.5% during the third quarter of 2026. The firm now owns 577,360 shares of the technology company's stock, valued at $69.9 million, making it the third-largest holding in Lakewood Capital's investment portfolio.

Why it matters

This move by Lakewood Capital, a prominent hedge fund, provides insight into the investment firm's view on Arrow Electronics, a major global provider of electronic components and enterprise computing solutions. The reduced stake could signal a shift in Lakewood's outlook on the company's performance or growth prospects.

The details

According to a disclosure with the SEC, Lakewood Capital sold 47,000 shares of Arrow Electronics during the third quarter, reducing its total position to 577,360 shares. Arrow Electronics makes up about 5.3% of Lakewood Capital's investment portfolio, making it the firm's third-largest holding.

  • Lakewood Capital Management LP reduced its stake in Arrow Electronics during the 3rd quarter of 2026.

The players

Lakewood Capital Management LP

A hedge fund based in Lakewood, Colorado that owns a significant stake in Arrow Electronics.

Arrow Electronics, Inc.

A global provider of electronic components, enterprise computing solutions, and value-added services to industrial and commercial customers.

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The takeaway

Lakewood Capital's reduction in its Arrow Electronics holdings suggests the hedge fund may have a more cautious outlook on the technology company's near-term prospects, though Arrow remains a top position in Lakewood's portfolio. This move could signal broader investor sentiment shifts around Arrow Electronics and the broader electronics distribution industry.