Joel Greenblatt's ARW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 79.4K shares of Arrow Electronics, Inc. (ARW) worth $9.6 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ARW, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 549.8K shares. Largest reduction occurred in Q2 2015, reducing 911.4K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Arrow Electronics (ARW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arrow Electronics (ARW) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +62,747 | Add 0.00% | 62,746 | $39.84 |
| Q3 2013 | -40,706 | Reduce 64.87% | 22,040 | $48.55 |
| Q4 2013 | -22,040 | Sold Out | 22,040 | $0.00 |
| Q1 2014 | +338,465 | New Buy | 338,465 | $59.36 |
| Q2 2014 | +408,065 | Add 120.56% | 746,530 | $60.41 |
| Q3 2014 | -218,497 | Reduce 29.27% | 528,033 | $55.35 |
| Q4 2014 | +549,811 | Add 104.12% | 1.08 M | $57.89 |
| Q1 2015 | -22,922 | Reduce 2.13% | 1.05 M | $61.15 |
| Q2 2015 | -911,423 | Reduce 86.40% | 143,499 | $55.80 |
| Q3 2015 | -16,590 | Reduce 11.56% | 126,909 | $55.28 |
| Q4 2015 | -126,909 | Sold Out | 126,909 | $0.00 |
| Q1 2016 | +300,272 | New Buy | 300,272 | $64.41 |
| Q2 2016 | -246,497 | Reduce 82.09% | 53,775 | $61.91 |
| Q3 2016 | -49,853 | Reduce 92.71% | 3,922 | $64.00 |
| Q4 2016 | -166 | Reduce 4.23% | 3,756 | $71.35 |
| Q1 2017 | -3,756 | Sold Out | 3,756 | $0.00 |
| Q4 2017 | +6,688 | New Buy | 6,688 | $80.44 |
| Q1 2018 | -6,688 | Sold Out | 6,688 | $0.00 |
| Q4 2018 | +6,237 | New Buy | 6,237 | $68.94 |
| Q1 2019 | +117,471 | Add 1883.45% | 123,708 | $77.06 |
| Q2 2019 | -123,708 | Sold Out | 123,708 | $0.00 |
| Q3 2019 | +3,027 | New Buy | 3,027 | $74.66 |
| Q4 2019 | +24,137 | Add 797.39% | 27,164 | $84.74 |
| Q1 2020 | +22,080 | Add 81.28% | 49,244 | $51.86 |
| Q2 2020 | +58,972 | Add 119.75% | 108,216 | $68.69 |
| Q3 2020 | -65,359 | Reduce 60.40% | 42,857 | $78.66 |
| Q4 2020 | -6,914 | Reduce 16.13% | 35,943 | $97.29 |
| Q1 2021 | -10,030 | Reduce 27.91% | 25,913 | $110.83 |
| Q2 2021 | -17,426 | Reduce 67.25% | 8,487 | $113.82 |
| Q3 2021 | -2,347 | Reduce 27.65% | 6,140 | $112.21 |
| Q4 2021 | -6,140 | Sold Out | 6,140 | $0.00 |
| Q2 2023 | +13,357 | New Buy | 13,357 | $143.23 |
| Q3 2023 | -5,463 | Reduce 40.90% | 7,894 | $125.24 |
| Q4 2023 | +13,355 | Add 169.18% | 21,249 | $122.25 |
| Q1 2024 | +3,188 | Add 15.00% | 24,437 | $129.46 |
| Q2 2024 | -13,301 | Reduce 54.43% | 11,136 | $120.76 |
| Q3 2024 | +6,976 | Add 62.64% | 18,112 | $132.83 |
| Q4 2024 | -10,677 | Reduce 58.95% | 7,435 | $113.12 |
| Q1 2025 | +10,580 | Add 142.30% | 18,015 | $103.83 |
| Q2 2025 | +38,309 | Add 212.65% | 56,324 | $127.43 |
| Q3 2025 | +23,047 | Add 40.92% | 79,371 | $121.00 |
Joel Greenblatt's Arrow Electronics Investment FAQs
Joel Greenblatt first purchased Arrow Electronics, Inc. (ARW) in Q2 2013, acquiring 62,746 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Arrow Electronics, Inc. (ARW) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Arrow Electronics, Inc. (ARW) was in Q4 2014, adding 1,077,844 shares worth $62.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 79,371 shares of Arrow Electronics, Inc. (ARW), valued at approximately $9.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Arrow Electronics, Inc. (ARW) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Arrow Electronics, Inc. (ARW) was 1,077,844 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.