John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Arrow Electronics, Inc. (ARW)
← All ARW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q4 0 0.00 Sell 100.00% <0.01 $26.08–32.97 · VW $28.62i SEC
2001   Q3 17,400 <0.01 Buy <0.01 $18.00–27.95 · VW $24.49i $363,000 SEC
2001   Q1 0 0.00 Sell 100.00% <0.01 $20.65–29.64 · VW $25.16i SEC
2000   Q4 15,000 <0.01 $28.60 $429,000 SEC
2000   Q3 15,000 <0.01 $34.07 $511,000 SEC
2000   Q2 15,000 <0.01 Reduce 48.98% <0.01 $30.38–39.94 · VW $35.56i $465,000 SEC
2000   Q1 29,400 <0.01 Buy <0.01 $28.25–46.00 · VW $36.44i $1,036,000 SEC
Price snapshot:
Current price$201.78
52-week low$101.79
52-week high$237.33