Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
The top investor data is provided from their latest 13F’s (dated 2019-3-31). This week we’ll take a look at:
(Arrow Electronics, Inc. NYSE: ARW)
Arrow Electronics is a leading value-added distributor of semiconductors, electronic components, software, and data center infrastructure hardware. The company operates in two segments: global components, which includes the sale of semiconductors, and global enterprise computing solutions, which includes the sale of software, storage, and servers. Arrow primarily serves small to midsize electronic equipment manufacturers and value-added resellers.
A quick look at the price chart below for Arrow Electronics shows us that the stock is down 14% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.53 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in Arrow Electronics include:
Ken Griffin – 1,725,470 total shares
Cliff Asness – 1,683,466 total shares
Rich Pzena – 304,547 total shares
Joel Greenblatt – 123,708 total shares
Jim Simons – 56,800 total shares
Steve Romick – 55,531 total shares
Jeremy Grantham – 32,033 total shares
Paul Tudor Jones – 22,172 total shares
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