Skip to content
berrytrail

Search

Search managers or tickers

CDW

CDW Corporation · XNAS

Season
Q2 2026 · as of Jun 30
Holders
4 of 97 filed · prev 5
Median weight
1.06%
Sector
Consumer Discretionary
Type
equity · US

Moves5 this quarter

Streakslongest holders · 47 quarters on record

  1. Baron Ron Baron, CEO 0.0%37 quarters
  2. Oakmark Bill Nygren, CIO 1.0%5 quarters
  3. Pzena Caroline Cai, CEO 1.1%2 quarters
  4. Duquesne Stanley Druckenmiller, portfolio manager 2.4%new

The record for CDW begins Q4 2014: 47 quarters.

Over time46 quarters, Q4 2014 to Q2 2026

Managers holding4 Q2 2026

Largest weight2.4% Q2 2026

Holders4 of 97 filed · 2 exited

DuquesneStanley Druckenmiller, portfolio manager2.40%743,950$105Mnew+2.40 ppnew
PzenaCaroline Cai, CEO1.09%2,638,900$371Madded×2.4+0.65 pp2 q
OakmarkBill Nygren, CIO1.04%5,543,451$780Madded+3%+0.17 pp5 q
BaronRon Baron, CEO0.04%172,116$24Mtrimmed−15%—37 q
WedgewoodDavid Rolfe, CIO———exited−3.62 pp—
WeitzBrad Hinton, CIO———exited−0.31 pp—