Wallace Weitz's CDW Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 36,250 shares of CDW Corporation (CDW) worth $4.39 M, representing 0.31% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Wallace Weitz has maintained this position in CDW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 20,600 shares. Largest reduction occurred in Q1 2026, reducing 20,000 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -20,000 | Reduce 35.56% | 36,250 | $121.02 |
| Q4 2025 | +20,600 | Add 57.78% | 56,250 | $136.20 |
| Q3 2025 | +35,650 | New Buy | 35,650 | $159.28 |
Wallace Weitz's CDW Corporation Investment FAQs
Wallace Weitz first purchased CDW Corporation (CDW) in Q3 2025, acquiring 35,650 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held CDW Corporation (CDW) for 3 quarters since Q3 2025.
Wallace Weitz's largest addition to CDW Corporation (CDW) was in Q3 2025, adding 35,650 shares worth $5.68 M.
According to the latest 13F filing for Q1 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 36,250 shares of CDW Corporation (CDW), valued at approximately $4.39 M.
As of the Q1 2026 filing, CDW Corporation (CDW) represents approximately 0.31% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in CDW Corporation (CDW) was 56,250 shares, as reported at the end of Q4 2025.