ARROW ELECTRONICS, INC. — Major Shareholding Notification 2025

Oct 24, 2025

xml version="1.0" encoding="UTF-8"? SCHEDULE 13G 0001508822 XXXXXXXX LIVE Common Stock, $1 par value 10/17/2025 0000007536 ARROW ELECTRONICS, INC. 042735100 9151 East Panorama Circle Centennial CO 80112 Rule 13d-1(c) ACR Alpine Capital Research, LLC DE 0 2633060 0 2633060 2633060 N 5.1 IA ACR Opportunity, L.P. DE 0 10400 0 10400 10400 Y 0 PN ALPINE PARTNERS MANAGEMENT, LLC MO 0 10400 0 10400 10400 Y 0 HC ACR Opportunity Fund DE 0 13000 0 13000 13000 Y 0 IV ACR Equity International Fund DE 0 41465 0 41465 41465 Y 0.1 IV ALPINE PRIVATE CAPITAL, LLC DE 0 323313 0 323313 323313 Y 0.6 IA ACR ALPINE CAPITAL RESEARCH, LP DE 0 2633060 0 2633060 2633060 N 5.1 PN ACR Alpine Capital GP, LLC DE 0 2633060 0 2633060 2633060 N 5.1 OO Alpine Investment Management, LLC MO 0 2633060 0 2633060 2633060 N 5.1 OO Alpine Holdings Corp MO 0 2633060 0 2633060 2633060 N 5.1 CO Nicholas V. Tompras Living Trust 9/23/03, as amended MO 0 2633060 0 2633060 2633060 N 5.1 OO Tompras Nicholas V. X1 0 2633060 0 2633060 2633060 N 5.1 IN Tompras Jennifer O. X1 0 2633060 0 2633060 2633060 N 5.1 IN ARROW ELECTRONICS, INC. 9151 East Panorama Circle, Centennial, Colorado, 80112 This statement is filed by (i) ACR Opportunity, L.P. ("ACROPP"); (ii) Alpine Partners Management, LLC ("APM"); (iii) ACR Opportunity Fund ("ACROX"); (iv) ACR Equity International Fund ("ACREX"); (v) Alpine Private Capital, LLC ("APC"); (vi) ACR Alpine Capital Research, LLC ("ACR"); (vii) ACR Alpine Capital Research, LP ("ACRLP"); (viii) ACR Alpine Capital GP, LLC ("ACRGP"); (ix) Alpine Investment Management, LLC ("AIM"); (x) Alpine Holdings Corporation ("AHC"); (xi) Nicholas V. Tompras Living Trust 9/23/03, as amended (the "Living Trust"); (xii) Nicholas V. Tompras; and (xiii) Jennifer O. Tompras. The foregoing are collectively referred to herein as the "Reporting Persons." ACROPP, ACROX, ACREX, accounts separately managed by APC (the "APC Accounts"), and accounts separately managed by ACR (the "Separately Managed Accounts") each hold securities of the Issuer. APM is the general partner of ACROPP. ACR serves as the investment manager of ACROPP, ACROX, ACREX and the Separately Managed Accounts, and has investment discretion over the APC Accounts delegated by APC. ACRLP is the sole member of ACR. ACRGP is the general partner of ACRLP. AIM is the sole member of ACRGP. AHC is the sole member of AIM. The Living Trust holds all of the voting capital stock of AHC. Nicholas V. Tompras and Jennifer O. Tompras are each a trustee of the Living Trust. The principal business address of each of the Reporting Persons is 190 Carondelet Plaza, Suite 1300, Saint Louis, Missouri 63105. Each of ACROPP and ACRLP is a Delaware limited partnership. Each of APM and AIM is a Missouri limited liability company. Each of ACROX and ACREX is a Delaware statutory trust. Each of APC, ACR, and ACRGP is a Delaware limited liability company. AHC is a Missouri corporation. The Living Trust is formed under the laws of the State of Missouri. Nicholas V. Tompras and Jennifer O. Tompras are citizens of the United States of America. Y ACROPP 10,400 APM 10,400 ACROX 13,000 ACREX 41,465 APC 323,313 ACR 2,633,060 ACRLP 2,633,060 ACRGP 2,633,060 AIM 2,633,060 AHC 2,633,060 The Living Trust 2,633,060 Nicholas V. Tompras 2,633,060 Jennifer O. Tompras 2,633,060 ACROPP, APM, ACROX, ACREX, APC, and ACR each disclaims beneficial ownership of all Common Stock included in this report other than the Common Stock held of record by such Reporting Person, and the filing of this report shall not be construed as an admission that any such person or entity is the beneficial owner of any such securities for purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. ACRLP, ACRGP, AIM, AHC, the Living Trust, and Mr. and Mrs. Tompras each disclaims beneficial ownership of all Common Stock included in this report, and the filing of this report shall not be construed as an admission that any such person or entity is the beneficial owner of any such securities for purposes of Section 13(d) or 13(g) of the Exchange Act, or for any other purpose. ACROPP 0.0% APM 0.0% ACROX 0.0% ACREX 0.1% APC 0.6% ACR 5.1% ACRLP 5.1% ACRGP 5.1% AIM 5.1% AHC 5.1% The Living Trust 5.1% Nicholas V. Tompras 5.1% Jennifer O. Tompras 5.1% The percentages are based on 51,501,705 Common Stock outstanding as of July 24, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed on July 31, 2025. 0 for all Reporting Persons ACROPP 10,400 APM 10,400 ACROX 13,000 ACREX 41,465 APC 323,313 ACR 2,633,060 ACRLP 2,633,060 ACRGP 2,633,060 AIM 2,633,060 AHC 2,633,060 The Living Trust 2,633,060 Nicholas V. Tompras 2,633,060 Jennifer O. Tompras 2,633,060 0 for all Reporting Persons ACROPP 10,400 APM 10,400 ACROX 13,000 ACREX 41,465 APC 323,313 ACR 2,633,060 ACRLP 2,633,060 ACRGP 2,633,060 AIM 2,633,060 AHC 2,633,060 The Living Trust 2,633,060 Nicholas V. Tompras 2,633,060 Jennifer O. Tompras 2,633,060 Y N The APC Accounts and Separately Managed Accounts described above in Item 2 have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, securities held in their respective accounts. To the knowledge of the Reporting Persons, the interest in any such account does not exceed 5% of the class of securities. Except to the extent described herein, the Reporting Persons disclaim beneficial ownership of all such securities. Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. Joint Filing Agreement ACR Alpine Capital Research, LLC /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ACR Opportunity, L.P. Alpine Partners Management, LLC General Partner 10/24/2025 /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ALPINE PARTNERS MANAGEMENT, LLC /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ACR Opportunity Fund ACR Alpine Capital Research, LLC Investment Manager 10/24/2025 /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ACR Equity International Fund ACR Alpine Capital Research Investment Manager 10/24/2025 /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ALPINE PRIVATE CAPITAL, LLC Alpine Investment Management, LLC Majority Owner 10/24/2025 /s/ Nicholas V. Tompras Nicholas V. Tompras/President 10/24/2025 ACR ALPINE CAPITAL RESEARCH, LP /s/ Nicholas V. Tompras Nicholas V. Tompras/Chief Executive Officer 10/24/2025 ACR Alpine Capital GP, LLC /s/ Nicholas V. Tompras Nicholas V. Tompras/President 10/24/2025 Alpine Investment Management, LLC /s/ Nicholas V. Tompras Nicholas V. Tompras/President 10/24/2025 Alpine Holdings Corp /s/ Nicholas V. Tompras Nicholas V. Tompras/President 10/24/2025 Nicholas V. Tompras Living Trust 9/23/03, as amended /s/ Nicholas V. Tompras Nicholas V. Tompras/Trustee 10/24/2025 Tompras Nicholas V. /s/ Nicholas V. Tompras Nicholas V. Tompras/Individual 10/24/2025 Tompras Jennifer O. /s/ Jennifer O. Tompras Jennifer O. Tompras/Individual 10/24/2025