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.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on CDW Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.