LAKEWOOD CAPITAL MANAGEMENT, LP: ARW position timeline

LAKEWOOD CAPITAL MANAGEMENT, LP held 176,360 ARW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 176,360 shares

   Change vs previous 13F -79,000 shares

   1.95% of the 13F portfolio, value $37,636,988.

   13F-HR 0001172661-26-003656 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 255,360 shares

   Change vs previous 13F -268,000 shares

   2.35% of the 13F portfolio, value $36,621,178.

   13F-HR 0001172661-26-002096 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 523,360 shares

   Change vs previous 13F -54,000 shares

   4.01% of the 13F portfolio, value $57,663,805.

   13F-HR 0001172661-26-000848 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 577,360 shares

   Change vs previous 13F -47,000 shares

   5.29% of the 13F portfolio, value $69,860,560.

   13F-HR 0001172661-25-004842 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 624,360 shares

   Change vs previous 13F +77,000 shares

   6.06% of the 13F portfolio, value $79,562,195.

   13F-HR 0001172661-25-003327 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 547,360 shares

   Change vs previous 13F +348,000 shares

   5.07% of the 13F portfolio, value $56,832,389.

   13F-HR 0001172661-25-002040 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 199,360 shares

   Change vs previous 13F not available

   2.12% of the 13F portfolio, value $22,551,603.

   13F-HR 0001172661-25-000910 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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