LongCDWJun 2026
CDW Corporation
Pzena increased its CDW position after near-term margin pressure and a hardware-heavy sales mix weighed on the shares despite solid revenue growth. The broader thesis is that CDW…
CDW
Which hedge funds are long CDW?
1 published idea on CDW Corporation across 1 fund — 1 long and 0 short.
Cdw hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Cdw: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.