Speece Thorson Capital Group Inc / ARW
Speece Thorson Capital Group Inc’s Arrow Electrs Inc Position
Does Speece Thorson Capital Group Inc own Arrow Electrs Inc (ARW)? Yes — 101.1K shares worth $14M (+3.30% of its 13F portfolio) as of Q1 2026, down from 145.2K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
101.1K
% of Portfolio
+3.30%
Quarters Held
29
currently held
Position History ARW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 101.1K | $14M | +3.30% |
| Q4 2025 | 145.2K | $16M | +3.46% |
| Q3 2025 | 153.6K | $19M | +3.71% |
| Q2 2025 | 155.4K | $20M | +4.03% |
| Q1 2025 | 152.3K | $16M | +3.26% |
| Q4 2024 | 154.9K | $18M | +3.46% |
| Q3 2024 | 136.7K | $18M | +3.36% |
| Q2 2024 | 137.1K | $17M | +3.39% |
| Q1 2024 | 139.7K | $18M | +3.50% |
| Q4 2023 | 117.1K | $14M | +2.93% |
| Q3 2023 | 115.2K | $14M | +3.18% |
| Q2 2023 | 115.8K | $17M | +3.40% |
| Q1 2023 | 117.0K | $15M | +3.08% |
| Q4 2022 | 137.9K | $14M | +3.09% |
| Q3 2022 | 137.9K | $13M | +2.90% |
| Q2 2022 | 133.5K | $15M | +3.53% |
| Q1 2022 | 113.2K | $13M | +2.87% |
| Q4 2021 | 133.4K | $18M | +3.42% |
| Q3 2021 | 166.4K | $19M | +3.91% |
| Q2 2021 | 166.5K | $19M | +3.96% |
| Q1 2021 | 167.4K | $19M | +3.90% |
| Q4 2020 | 168.3K | $16M | +3.89% |
| Q3 2020 | 191.2K | $15M | +3.98% |
| Q2 2020 | 180.4K | $12M | +3.57% |
| Q1 2020 | 182.5K | $9M | +3.26% |
| Q4 2019 | 185.4K | $16M | +4.07% |
| Q3 2019 | 186.9K | $14M | +3.72% |
| Q2 2019 | 191.0K | $14M | +3.63% |
| Q1 2019 | 158.5K | $12M | +3.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of ARW.