Follow-The-Filings

Security · featured owners

CDW

Cdw Corp. Information Technology COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 2.0%
  • $1.3B
  • 1 new 2 add 1 reduce 2 exits

CDW (Cdw Corp.) is held in 4 featured 13F books as of 2026 Q2. Stanley Druckenmiller - Duquesne Family Office is the largest tracked holder by portfolio weight (2.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.0% (Stanley Druckenmiller - Duquesne Family Office) · not free-float ownership

  1. Stanley Druckenmiller new 2.0%
  2. Richard Pzena add 1.1%
  3. Bill Nygren / Oakmark add 1.0%
  4. Ron Baron reduce 0.04%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 1.0% Add +3.0% 5,543,451 $780M history
Richard Pzena - Pzena Investment Management 2026 Q2 1.1% Add +136.6% 2,638,900 $371M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 2.0% New 2.0% 743,950 $105M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.04% Reduce −15.0% 172,116 $24M history
David Rolfe - Wedgewood Partners exited 2026 Q2 last 2026 Q1 3.6% Exit −3.62% 144,870 $18M history
Wallace Weitz - Weitz Investment Management exited 2026 Q2 last 2026 Q1 0.31% Exit −0.31% 36,250 $4M history

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B5
8-K 2.02,8.01,9.01
8-K 5.02,7.01,9.01
10-Q

Insider forms

Form 3 / 4 / 5 from EDGAR · 5 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 · 16 forms
4 Period Aug 17, 2026
4 Period Aug 7, 2026
4 Period Jul 1, 2026 · 2 forms
4 Period Jun 10, 2026 · 5 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $21.38B $21B $22.42B
Gross profit $4.65B $4.6B $4.87B
Gross margin * 21.8% 21.9% 21.7%
Net income $1.1B $1.08B $1.07B
Net margin * 5.2% 5.1% 4.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.7B $7.37B $8.5B
Total non-current assets * $6.58B $7.31B $7.53B
Total assets $13.28B $14.68B $16.03B
Total current liabilities $5.44B $5.47B $7.23B
Total non-current liabilities $5.8B $6.85B $6.2B
Total equity $2.04B $2.35B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.6B $1.28B $1.21B
Cash from investing -$229.6M -$659.2M $70.2M
Cash from financing -$1.1B -$0.687B -$1.18B
Net change in cash $273.5M -$81M $111.2M

ownership over time

filing count by report period · click a bar for that quarter’s holders