← Top Holdings
CDWCDW CORP
CUSIP: 12514G108
3
Guru Owners
$644.8M
Total Value Held
4.7M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Harris Associates | 4525812 | $616.4M | 0.78% | $136.20 | Q4 2025 | |
| Wedgewood Partners | 151871 | $20.7M | 3.86% | $136.20 | Q4 2025 | |
| Weitz Investment Management | 56250 | $7.7M | 0.45% | $136.20 | Q4 2025 |
📊 Fundamentals
Market Cap$18.2B
P/E Ratio17.5x
Near market avg
Forward P/E12.5x
P/FCF19.8x
EPS (TTM)$8.08
Revenue (TTM)$22.4B
Profit Margin4.76%
Div Yield1.84%
Beta1.02
52-Week Range
$112.98
$192.30
Current: $141.23
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 17.5x trailing earnings → 12.5x forward · 4.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $644.8M
Q3 '253 owners · $68.6M
Q2 '252 owners · $55.5M
Q1 '251 owners · $21.8M
Q4 '241 owners · $15.7M
Q3 '241 owners · $17.8M
SOLDRay Dalio
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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. 3.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.1%current: 4.1%
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 3 superinvestors · 12 congress member trades
$1,001 - $15,0002025-12-05
$1,001 - $15,0002025-12-02
$1,001 - $15,0002025-07-09
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-04-08
$1,001 - $15,0002025-03-06
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-06
$1,001 - $15,0002025-01-22
$1,001 - $15,0002025-01-17
$1,001 - $15,0002025-01-13
$1,001 - $15,0002024-11-15