NASDAQ · Technology

CDW CORP CDW

CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security.

Retail: Computer Software & Peripheral Equipment

Company profile

Business mix

  • It operates through three segments: Commercial, Government, and Education.
  • It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware.
  • In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties.
  • It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.19 FCF 6.33% Buyback 2.58%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.9% $651.5M 2026-03-31
Wedgewood Partners David Rolfe 3.6% $17.5M 2026-03-31
Weitz Investment Management Wallace Weitz 0.3% $4.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 5 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $673.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +1409.4% +5,494,189 / 389,814
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 1548.4% 13F value change +$572.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.9% 13F value change +$35.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 274,550 Last 4 periods +5,108,512 (+1860.7%) Total shares 5,383,062 Value $651.5M
Wedgewood Partners David Rolfe 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.7% 13F value change -$1.8M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.8% 13F value change -$792,375
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 26.0% 13F value change +$1.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.6% 13F value change -$3.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 115,264 Last 4 periods +29,606 (+25.7%) Total shares 144,870 Value $17.5M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$5.7M
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 57.8% 13F value change +$2.0M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -35.6% 13F value change -$3.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +36,250 (New) Total shares 36,250 Value $4.4M
Baron Capital Ron Baron 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$42.0M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.0% 13F value change +$4.8M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -11.7% 13F value change -$10.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +231,243 (New) Total shares 231,243 Value $31.5M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$264.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$264.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$16.7M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -14.9% 13F value change -$859,434
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +88,578 (New) Total shares 88,578 Value $15.8M

Recent mentions

No public mentions.