Consumer Discretionary · owned by 2 fund managers
Who owns CDW (CDW)?
2 of the 22 fund managers we track hold CDW, worth $919M combined as of Q2 2026. Stanley Druckenmiller has the biggest bet at 2.7% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$919M
At quarter-end prices
Biggest weight
2.7%
Stanley Druckenmiller
Buyers / sellers
2 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. CDW appears in 2 of our 22 portfolios.
- Largest holder: Stanley Druckenmiller (2.7% of portfolio)
- 2 managers bought or added this quarter
- 0 managers trimmed or sold out
- 5 congressional trades disclosed recently (1 buys, 4 sells)
- Company insiders in Q3 2026: no open-market buys, sold $4M
This is not a recommendation. Do your own research.
Fund managers who own CDW
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stanley Druckenmiller Duquesne Family Office | 2.68% | New | 993,950 | $140M |
| Bill Nygren Oakmark Funds (Harris Associates) | 1.03% | Added | 5,543,451 | $780M |
Congressional trades in CDWAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 19 Aug 2026 | 10 Sep 2026 |
| D April McClain Delaney House · MD | Sell | $1,001 – $15,000 | 19 May 2026 | 5 Jun 2026 |
| D April McClain Delaney House · MD | Sell | $1,001 – $15,000 | 18 May 2026 | 5 Jun 2026 |
| D April McClain Delaney House · MD | Sell | $1,001 – $15,000 | 15 May 2026 | 5 Jun 2026 |
| D April McClain Delaney House · MD | Sell | $1,001 – $15,000 | 14 May 2026 | 5 Jun 2026 |
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