Do You Believe in the Growth Prospects of CDW Corporation (CDW)?
Wedgewood Partners, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Select Equity Group Robert Joseph Caruso | 5,052,512 | $1,292,331,519 | -4% | 4.57% |
2. | Cantillon Capital Management William Von Mueffling | 1,387,311 | $354,846,408 | -2% | 2.23% |
3. | 40 North Management David S. Winter And David J. Millstone | 460,500 | $117,786,690 | +232% | 7.49% |
4. | Makaira Partners Thomas Bancroft | 443,504 | $113,439,453 | -19% | 13.68% |
5. | LFL Advisers Peter Lewis | 247,050 | $63,190,449 | +4% | 22.8% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$163.62 | 3,050 | Officer, Director | 68,622 | 2023-05-04 | Filing | |
$169.90 | 1,475 | Officer | 16,313 | 2022-05-06 | Filing | |
$169.36 | 2,900 | Officer, Director | 50,131 | 2022-05-06 | Filing | |
$181.96 | 1,650 | Officer | 16,126 | 2022-02-11 | Filing | |
$180.96 | 2,762 | Officer, Director | 30,496 | 2022-02-11 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$241.14 | 1,400 | Officer | 22,428 | 2024-07-16 | Filing | |
$240.39 | 17,037 | Officer | 23,828 | 2024-07-16 | Filing | |
$230.17 | 25,914 | Officer | 22,428 | 2024-06-18 | Filing | |
$222.24 | 1,550 | Officer | 62,536 | 2023-12-14 | Filing | |
$221.49 | 9,520 | Officer | 64,086 | 2023-12-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 15,693,149 | $3,567,366,630 | 0.07% | |
2. | 10,883,965 | $2,474,142,980 | 0.06% | |
3. | 7,964,095 | $1,810,398,096 | 0.13% | |
4. | 6,858,797 | $1,559,142,338 | 0.13% | |
5. | 5,497,736 | $1,249,745,348 | 0.06% |