← Top Holdings

CDWCDW CORP

CUSIP: 12514G108

4

Guru Owners

$160.3M

Total Value Held

1.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	1115535	$135.0M	0.44%	$121.02	Q1 2026
David Rolfe	Wedgewood Partners	144870	$17.5M	3.62%	$121.02	Q1 2026
Wallace Weitz	Weitz Investment Management	36250	$4.4M	0.31%	$121.02	Q1 2026
Ray Dalio	Bridgewater Associates	27844	$3.4M	0.02%	$121.02	Q1 2026

$135.0M

0.44%

$17.5M

3.62%

$4.4M

0.31%

$3.4M

0.02%

📊 Fundamentals

Market Cap$17.8B

P/E Ratio17.0x

Near market avg

Forward P/E11.9x

P/FCF20.1x

EPS (TTM)$8.22

Revenue (TTM)$22.9B

Profit Margin4.70%

Div Yield1.81%

Beta0.96

52-Week Range

$97.12

$183.66

Current: $139.33

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.0x trailing earnings → 11.9x forward · 4.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $160.3M

NEWRichard Pzena$135.0M

REDUCEDDavid Rolfe$17.5M

REDUCEDWallace Weitz$4.4M

NEWRay Dalio$3.4M

SOLDBill Nygren

SOLDTom Bancroft

Q4 '254 owners · $658.4M

INCREASEDBill Nygren$616.4M

INCREASEDDavid Rolfe$20.7M

INCREASEDWallace Weitz$7.7M

Q3 '254 owners · $84.5M

INCREASEDBill Nygren$43.7M

INCREASEDDavid Rolfe$19.2M

REDUCEDTom Bancroft$15.9M

NEWWallace Weitz$5.7M

Q2 '253 owners · $83.2M

NEWBill Nygren$35.5M

INCREASEDDavid Rolfe$20.0M

Q1 '252 owners · $46.7M

REDUCEDTom Bancroft$24.9M

REDUCEDDavid Rolfe$21.8M

Q4 '242 owners · $82.4M

REDUCEDTom Bancroft$66.6M

REDUCEDDavid Rolfe$15.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 3.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.9%current: 3.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CDW: Held by 4 superinvestors · 12 congress member trades

SELLApril McClain DelaneyD

$1,001 - $15,0002025-12-05

SELLApril McClain DelaneyD

$1,001 - $15,0002025-12-02

BUYApril McClain DelaneyD

$1,001 - $15,0002025-07-09

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-02-25

BUYJohn DelaneyD

$1,001 - $15,0002025-02-06

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

$1,001 - $15,0002024-11-15