Investigate / reported ownership
CDW
Cdw Corp/de
5 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CDW?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
CDW helps customers design, select, procure, integrate and manage technology solutions through a multi-brand approach across vendor partners.
Question to investigate: Does CDW's role between vendors and customers stay valuable if vendors sell more directly and technology buying patterns shift?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Rolfe | EXIT | 3.6% | -100% | $0 | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 2.4% | New position | $105M | Aug 14, 2026 |
| Wallace Weitz | EXIT | 0.3% | -100% | $0 | Aug 12, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 12514G108. No current price, valuation or manager motive is inferred.