Richard Pzena's CDW Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 1.12 M shares of CDW Corporation (CDW) worth $135 M, representing 0.44% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in CDW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 1.12 M shares. Largest reduction occurred in Q4 2015, reducing 173,703 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.12 M | New Buy | 1.12 M | $121.02 |
| Q2 2017 | -160,561 | Sold Out | 0 | $0.00 |
| Q4 2016 | +14,479 | Add 9.91% | 160,561 | $52.09 |
| Q4 2015 | -173,703 | Reduce 54.32% | 146,082 | $42.04 |
| Q3 2015 | -2,624 | Reduce 0.81% | 319,785 | $40.86 |
| Q2 2015 | +322,409 | New Buy | 322,409 | $34.28 |
Richard Pzena's CDW Corporation Investment FAQs
Richard Pzena first purchased CDW Corporation (CDW) in Q2 2015, acquiring 322,409 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held CDW Corporation (CDW) for 10 quarters since Q2 2015.
Richard Pzena's largest addition to CDW Corporation (CDW) was in Q1 2026, adding 1,115,535 shares worth $135 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 1,115,535 shares of CDW Corporation (CDW), valued at approximately $135 M.
As of the Q1 2026 filing, CDW Corporation (CDW) represents approximately 0.44% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in CDW Corporation (CDW) was 1,115,535 shares, as reported at the end of Q1 2026.