Which superinvestors hold Cdw Corp/De (CDW)?

Per the latest SEC 13F filings, 6 superinvestors hold Cdw Corp/De (CDW): Bill Nygren, Richard Pzena, Stanley Druckenmiller, Jeremy Grantham, Tom Bancroft, Ray Dalio. Combined value held is about $1.29B, with Bill Nygren the largest holder.

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Cdw Corp/De

CDW

Held by 6 superinvestors.

Price$141.46

Holders6

Total value$1.29B

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +6.8%
Net margin: 4.8%
ROE: 40.9%
FCF margin: 4.9%

Revenue $18.47B → $22.42B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

6 holders · $1.29B combined · this quarter +1 opened / -2 exited

This quarter1 opened3 added1 trimmed2 exited

Holders 3 → 5 · last 8q

Investor	Value	Shares	Weight (prev→now)
Bill Nygren	$779.6M	5,543,451	0.9% → 1.0% ▲
Richard Pzena	$371.1M	2,638,900	0.4% → 1.1% ▲
Stanley Druckenmiller	$104.6M	743,950	New · 2.4%
Jeremy Grantham	$15.2M	108,016	0.0% → 0.0% ▲
Tom BancroftQ4 2025	$13.6M	100,000	8.2% → 10.6% ▲
Ray Dalio	$1.8M	13,149	0.0% → 0.0% ▼

Bill Nygren
Value$779.6MWeight (prev→now)0.9% → 1.0% ▲
Richard Pzena
Value$371.1MWeight (prev→now)0.4% → 1.1% ▲
Stanley Druckenmiller
Value$104.6MWeight (prev→now)New · 2.4%
Jeremy Grantham
Value$15.2MWeight (prev→now)0.0% → 0.0% ▲
Tom BancroftQ4 2025
Value$13.6MWeight (prev→now)8.2% → 10.6% ▲
Ray Dalio
Value$1.8MWeight (prev→now)0.0% → 0.0% ▼

Exited this quarter (2)

David Rolfe Wallace Weitz

SEC 13F · notes

Written summary

Cdw Corp/De (CDW) is held by 6 of the superinvestors tracked on Compounder, with a combined $1.29B in reported 13F value. The largest position belongs to Bill Nygren, where it makes up 1.0% of the portfolio.

Other notable holders by value include Richard Pzena (1.1% of its book), Stanley Druckenmiller (2.4% of its book) and Jeremy Grantham (0.0% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in CDW, 3 added to existing ones, 1 trimmed, and 2 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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