Joel Greenblatt's CDW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 113,483 shares of CDW Corporation (CDW) worth $18.08 M, representing 0.08% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CDW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 764,763 shares. Largest reduction occurred in Q4 2015, reducing 625,235 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +386,739 | New Buy | 386,739 | $23.36 |
| Q1 2014 | -136,382 | Reduce 35.26% | 250,357 | $27.44 |
| Q2 2014 | +167,625 | Add 66.95% | 417,982 | $31.88 |
| Q3 2014 | +764,763 | Add 182.97% | 1.18 M | $31.05 |
| Q4 2014 | +208,953 | Add 17.67% | 1.39 M | $35.17 |
| Q1 2015 | -111,735 | Reduce 8.03% | 1.28 M | $37.24 |
| Q2 2015 | -313,867 | Reduce 24.52% | 966,096 | $34.28 |
| Q3 2015 | -307,110 | Reduce 31.79% | 658,986 | $40.86 |
| Q4 2015 | -625,235 | Reduce 94.88% | 33,751 | $42.04 |
| Q1 2016 | -33,751 | Sold Out | 33,751 | $0.00 |
| Q2 2016 | +164,990 | New Buy | 164,990 | $40.08 |
| Q3 2016 | -140,172 | Reduce 84.96% | 24,818 | $45.73 |
| Q4 2016 | +180,951 | Add 729.11% | 205,769 | $52.09 |
| Q1 2017 | -72,857 | Reduce 35.41% | 132,912 | $57.71 |
| Q2 2017 | -123,900 | Reduce 93.22% | 9,012 | $62.58 |
| Q3 2017 | +2,111 | Add 23.42% | 11,123 | $65.99 |
| Q4 2017 | -11,123 | Sold Out | 11,123 | $0.00 |
| Q1 2018 | +157,786 | New Buy | 157,786 | $70.31 |
| Q2 2018 | -67,710 | Reduce 42.91% | 90,076 | $80.79 |
| Q3 2018 | -60,100 | Reduce 66.72% | 29,976 | $88.90 |
| Q4 2018 | +1,969 | Add 6.57% | 31,945 | $81.05 |
| Q1 2019 | -5,478 | Reduce 17.15% | 26,467 | $96.38 |
| Q2 2019 | -4,847 | Reduce 18.31% | 21,620 | $111.01 |
| Q3 2019 | +66,222 | Add 306.30% | 87,842 | $123.24 |
| Q4 2019 | -63,313 | Reduce 72.08% | 24,529 | $142.85 |
| Q1 2020 | +26,078 | Add 106.31% | 50,607 | $93.27 |
| Q2 2020 | -45,620 | Reduce 90.15% | 4,987 | $116.10 |
| Q3 2020 | +10,052 | Add 201.56% | 15,039 | $119.56 |
| Q4 2020 | +6,315 | Add 41.99% | 21,354 | $131.78 |
| Q1 2021 | -4,856 | Reduce 22.74% | 16,498 | $165.78 |
| Q2 2021 | -4,450 | Reduce 26.97% | 12,048 | $174.63 |
| Q3 2021 | -3,748 | Reduce 31.11% | 8,300 | $182.05 |
| Q4 2021 | -2,636 | Reduce 31.76% | 5,664 | $204.80 |
| Q1 2022 | +937 | Add 16.54% | 6,601 | $178.91 |
| Q2 2022 | +13,348 | Add 202.21% | 19,949 | $157.55 |
| Q3 2022 | +1,090 | Add 5.46% | 21,039 | $156.09 |
| Q4 2022 | +6,125 | Add 29.11% | 27,164 | $178.58 |
| Q1 2023 | -2,678 | Reduce 9.86% | 24,486 | $194.89 |
| Q2 2023 | +845 | Add 3.45% | 25,331 | $183.50 |
| Q3 2023 | -6,578 | Reduce 25.97% | 18,753 | $201.76 |
| Q4 2023 | -1,083 | Reduce 5.78% | 17,670 | $227.32 |
| Q1 2024 | +2,821 | Add 15.96% | 20,491 | $255.78 |
| Q2 2024 | +8,198 | Add 40.01% | 28,689 | $223.84 |
| Q3 2024 | +12,094 | Add 42.16% | 40,783 | $226.30 |
| Q4 2024 | +13,501 | Add 33.10% | 54,284 | $174.04 |
| Q1 2025 | +49,788 | Add 91.72% | 104,072 | $160.26 |
| Q2 2025 | -15,494 | Reduce 14.89% | 88,578 | $178.59 |
| Q3 2025 | +24,905 | Add 28.12% | 113,483 | $159.28 |
Joel Greenblatt's CDW Corporation Investment FAQs
Joel Greenblatt first purchased CDW Corporation (CDW) in Q4 2013, acquiring 386,739 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CDW Corporation (CDW) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to CDW Corporation (CDW) was in Q3 2014, adding 1,182,745 shares worth $36.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 113,483 shares of CDW Corporation (CDW), valued at approximately $18.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CDW Corporation (CDW) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in CDW Corporation (CDW) was 1,391,698 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.