CDW
Cdw Corp/de
6 super-investors hold CDW worth a combined $1.01B. The largest position: Tom Bancroft at 10.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 36 — ranked #180 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own CDW
Ownership of CDW within this cohort is thin and largely static: six managers hold a combined $1.0B, but that figure is heavily skewed by Bill Nygren's $651M position (0.9% of his portfolio) and Joel Greenblatt's $190M stake. The highest-conviction holder is Tom Bancroft, for whom CDW represents 10.6% of his portfolio. Activity in 2026Q1 was minimal — Wallace Weitz trimmed his small position, and no one added or initiated. The eight-quarter owner count, oscillating between two and three before a brief uptick to three, has now slipped back to two, suggesting the cohort's interest is fading rather than building. CDW appears to be a value-oriented, low-turnover hold for a small number of managers rather than an emerging consensus idea.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.9% | 16q | $651M | 5,383,062 |
| 2 | Joel Greenblatt | 0.1% | 35q | $190M | 1,572,738 |
| 3 | Richard Pzena | 0.4% | 5q | $135M | 1,115,535 |
| 4 | David Rolfe | 3.6% | 27q | $18M | 144,870 |
| 5 | Tom Bancroft | 10.6% | 40q | $14M | 100,000 |
| 6 | Wallace Weitz | 0.3% | 3q | $4M | 36,250 |
Owners of CDW also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 0.3% | -36% | $4M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 12514G108. Not investment advice.