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LYRICAL ASSET MANAGEMENT LP: ARW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYRICAL ASSET MANAGEMENT LP on ARW, newest first. How the timeline and the estimate are built.

LYRICAL ASSET MANAGEMENT LP held 1,238,146 ARW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,238,146 shares
    Change vs previous 13F -31,866 shares

    3.35% of the 13F portfolio, value $264,232,738.

    13F-HR 0001062993-26-004199 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,270,012 shares
    Change vs previous 13F -58,666 shares

    2.78% of the 13F portfolio, value $182,132,421.

    13F-HR 0001062993-26-002457 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,328,678 shares
    Change vs previous 13F -83,004 shares

    1.91% of the 13F portfolio, value $146,393,742.

    13F-HR 0001062993-26-000784 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,411,682 shares
    Change vs previous 13F +78,509 shares

    2.41% of the 13F portfolio, value $170,813,522.

    13F-HR 0001062993-25-016651 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,333,173 shares
    Change vs previous 13F -99,567 shares

    2.45% of the 13F portfolio, value $169,886,235.

    13F-HR 0001062993-25-014128 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,432,740 shares
    Change vs previous 13F -22,143 shares

    2.26% of the 13F portfolio, value $148,761,394.

    13F-HR 0001062993-25-009177 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,454,883 shares
    Change vs previous 13F +9,670 shares

    2.43% of the 13F portfolio, value $164,576,365.

    13F-HR 0001062993-25-002244 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,445,213 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $191,967,643.

    13F-HR 0001062993-24-018826 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).