One gathers ACR Alpine Capital Research, LLC, has been rather busy. A substantial acquisition of Arrow Electronics (ARW 1.86%) shares in the last quarter, you know. A mere 1,028,778 additions to the portfolio. Not exactly a king’s ransom, but sufficient to nudge the position up by a respectable $87 million. One suspects they’ve done their homework. Though, of course, homework and sensible investing are rarely seen in the same room.
A Spot of Business
The filing with the Securities and Exchange Commission, dated February 4th, confirms the transaction. It appears Alpine sees something… promising. Or, perhaps, they simply enjoy a flutter. One never quite knows with these funds. The holding now represents 5.9% of their 13F reportable AUM as of December 31st, 2025. A rather significant commitment, wouldn’t you say?
The Usual Suspects
Alpine’s affections, it seems, aren’t solely directed towards Arrow. Their top holdings remain steadfastly predictable: NYSEMKT:GBIL at $811.0 million (12.6% of AUM), followed by NYSE:FDX at $502.8 million (7.8%), NYSE:JNJ at $462.9 million (7.2%), NYSE:THO at $424.4 million (6.6%), and NYSE:C at $418.8 million (6.5%). One does detect a certain… conservatism. Though, one shouldn’t confuse caution with imagination.
As of February 4th, 2026, Arrow was trading at $137.99. A 21.3% gain over the past year, and a rather smug 7.27 percentage points ahead of the S&P 500. One hopes it continues. Though, expecting miracles is rarely a sound investment strategy.
The Details, Darling
For those unfamiliar, Arrow Electronics is, essentially, a distributor of… things. Electronic components, enterprise computing solutions, the usual. They operate across the Americas, EMEA, and Asia Pacific, which sounds frightfully exhausting. Revenue clocked in at $30.8 billion (TTM), with net income at $569.7 million. Market capitalization? A modest $7.0 billion. Perfectly adequate, one supposes.
They boast a two-segment business model: Global Components, which deals in, well, components, and Global Enterprise Computing Solutions, which offers datacenter, cloud, security, and analytics. It sounds terribly complicated. They serve original equipment manufacturers, value-added resellers, and various other commercial clients. A rather busy operation, all things considered.
What Does it All Mean?
Alpine, one gathers, does its research. They added to several of their largest positions, including FedEx, Johnson & Johnson, and Thor Industries. Arrow, while not in their top five, received a rather substantial boost. A clear indication they see potential. And, frankly, one appreciates a fund that isn’t afraid to take a calculated risk.
Arrow distributes parts for cars, electronics, and data centers. The company experienced a recovery towards the end of the year, with full-year revenue growing 10% to over $30 billion. A pleasant surprise, wouldn’t you say?
Alpine’s purchase appears to align with this sudden recovery. And, it suggests there could be more upside if business conditions in the industrial sector continue to improve. The ISM Manufacturing PMI recently rose above 50, signaling a broader recovery. A welcome development, though one shouldn’t get carried away. Arrow’s focus on high-margin areas of its business puts it in a solid position to capitalize on this opportunity. One hopes they do. Though, one never truly knows, does one?
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2026-02-25 16:12