CDW Corp. (CDW)

Sector:Information Technology
Super Investor Stats:
Ownership count:3
Ownership rank:209
% of all portfolios:0.227%
Hold Price * :$221.10
History Portfolio Manager Activity Share change % change to portfolio
Q2  2024
Tom Bancroft - Makaira Partners Reduce 8.82% 39,106 1.14
William Von Mueffling - Cantillon Capital Management Reduce 4.85% 67,262 0.10
David Rolfe - Wedgewood Partners Reduce 2.16% 2,131 0.09
Q1  2024
Tom Bancroft - Makaira Partners Reduce 18.71% 102,071 3.15
David Rolfe - Wedgewood Partners Reduce 1.94% 1,946 0.09
William Von Mueffling - Cantillon Capital Management Reduce 1.96% 27,731 0.04
Q4  2023
David Rolfe - Wedgewood Partners Reduce 24.03% 31,806 1.59
William Von Mueffling - Cantillon Capital Management Reduce 2.37% 34,315 0.05
Q3  2023
David Rolfe - Wedgewood Partners Reduce 23.48% 40,622 1.96
Tom Bancroft - Makaira Partners Add 2.08% 11,130 0.29
William Von Mueffling - Cantillon Capital Management Reduce 0.38% 5,525 0.01
Q2  2023
William Von Mueffling - Cantillon Capital Management Add 19.08% 233,157 0.30
Tom Bancroft - Makaira Partners Add 1.80% 9,470 0.24
David Rolfe - Wedgewood Partners Reduce 1.67% 2,942 0.09
Q1  2023
Tom Bancroft - Makaira Partners Add 10.86% 51,430 1.31
William Von Mueffling - Cantillon Capital Management Add 142.43% 717,782 1.14
David Rolfe - Wedgewood Partners Reduce 1.68% 2,998 0.10
Q4  2022
William Von Mueffling - Cantillon Capital Management Buy 503,943 0.76
Tom Bancroft - Makaira Partners Add 2.50% 11,563 0.30
David Rolfe - Wedgewood Partners Reduce 0.80% 1,439 0.05
Q3  2022
Tom Bancroft - Makaira Partners Add 52.48% 159,000 4.11
David Rolfe - Wedgewood Partners Reduce 2.77% 5,133 0.15
Q2  2022
David Rolfe - Wedgewood Partners Reduce 1.84% 3,473 0.09
Q1  2022
David Rolfe - Wedgewood Partners Add 6.00% 10,696 0.27
Polen Capital Management Sell 100.00% 19,742 0.01
Q4  2021
David Rolfe - Wedgewood Partners Reduce 0.60% 1,068 0.03
Polen Capital Management Add 10.59% 1,890 0.00
Q3  2021
David Rolfe - Wedgewood Partners Reduce 1.43% 2,604 0.07
Polen Capital Management Add 3.62% 623 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 280 0.00
Q2  2021
David Rolfe - Wedgewood Partners Reduce 6.12% 11,851 0.30
Polen Capital Management Add 7.90% 1,262 0.00
Lee Ainslie - Maverick Capital Reduce 57.51% 379 0.00
Q1  2021
ValueAct Capital Sell 100.00% 368,116 0.56
David Rolfe - Wedgewood Partners Reduce 6.86% 14,268 0.36
Polen Capital Management Add 9.98% 1,449 0.00
Lee Ainslie - Maverick Capital Reduce 90.25% 6,102 0.00
Q4  2020
David Rolfe - Wedgewood Partners Reduce 6.84% 15,275 0.30
ValueAct Capital Add 53.63% 128,503 0.20
Lee Ainslie - Maverick Capital Buy 6,761 0.01
Polen Capital Management Buy 14,518 0.00
Q3  2020
David Rolfe - Wedgewood Partners Add 16.44% 31,530 0.60
ValueAct Capital Buy 239,613 0.40
Lee Ainslie - Maverick Capital Sell 100.00% 2,912 0.01
Q2  2020
David Rolfe - Wedgewood Partners Add 7.18% 12,850 0.25
Lee Ainslie - Maverick Capital Buy 2,912 0.01
Q1  2020
David Rolfe - Wedgewood Partners Reduce 10.72% 21,480 0.38
Q4  2019
David Rolfe - Wedgewood Partners Add 18.66% 31,516 0.46
Q3  2019
David Rolfe - Wedgewood Partners Buy 168,923 1.85
Q1  2015
Leon Cooperman Sell 100.00% 50,000 0.03
Q4  2014
Leon Cooperman Buy 50,000 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.