CDW

Cdw Corp/de

5 super-investor ownerscombined $1.33Blargest position 10.6%

1 NEW2 EXIT

5 of the 83 super-investors we track hold CDW, worth a combined $1.33B per their latest 13F filings. The largest position: Tom Bancroft at 10.6% of their portfolio. This quarter the cohort logged 1 buy and 2 sells on the name. Conviction score: 34 of 100 (how strongly the cohort backs it) — ranked #243 of 742 stocks. The stock is up 5.6x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Held through it: Tom Bancroft (48q straight), David Rolfe (27q straight), William Von Mueffling (8q straight) and 2 more. All multibaggers the cohort held →

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Why super-investors own CDW

CDW is held by 5 super-investors in our cohort, with a combined position value of $1.3B. The highest-conviction owner is Tom Bancroft at 10.6% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 2 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 6

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Bill Nygren	1.0%	16q	$780M	5,543,451
2	Richard Pzena	1.1%	5q	$371M	2,638,900
3	Stanley Druckenmiller	2.4%	— 1q	$105M	743,950
4	Joel Greenblatt	<0.1%	35q	$62M	440,204
5	Tom Bancroft	10.6%	40q	$14M	100,000