2 tracked superinvestors hold Cdw Corp (CDW), worth $456M combined, led by Bill Nygren. Smart money is accumulating CDW as of the latest 13F filings.
Current price
$152.38
-6.5%
1Y
CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated…
Market cap
$17.5B
P/E
16.84
Div yield
1.7%
Revenue YoY
6.8%
Analyst target
$144
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$456M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating CDW: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Cdw Corp (CDW) is held by 2 tracked funds worth $456M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Nygren at 1.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.4% | $317M | |
| New buy | 2.7% | $140M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own CDW?
2 tracked funds hold Cdw Corp (CDW), the largest being Bill Nygren (Oakmark Fund) at 1.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CDW?
In the most recent 13F quarter, 2 tracked funds added or opened CDW and 0 trimmed it, including 1 brand-new position.
How much CDW do tracked funds hold?
Combined disclosed long exposure to CDW across tracked superinvestors is $456M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.