Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  CDW Corp. (CDW)
← All CDW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 86,432 0.03 Add 28.12% <0.01 $112.98–144.46 · VW $125.97i $10,460,001 SEC
2025   Q4 67,464 0.03 Reduce 40.55% 0.03 $135.63–162.47 · VW $147.01i $9,188,597 SEC
2025   Q3 113,483 0.08 Add 28.12% 0.02 $156.66–183.91 · VW $167.17i $18,075,572 SEC
2025   Q2 88,578 0.09 Reduce 14.89% 0.02 $137.31–192.30 · VW $167.74i $15,819,145 SEC
2025   Q1 104,072 0.14 Add 91.72% 0.07 $158.76–222.92 · VW $182.22i $16,678,579 SEC
2024   Q4 54,284 0.09 Add 33.10% 0.02 $170.68–226.79 · VW $186.46i $9,447,587 SEC
2024   Q3 40,783 0.10 Add 42.16% 0.03 $205.92–241.26 · VW $222.32i $9,229,193 SEC
2024   Q2 28,689 0.08 Add 40.01% 0.02 $213.04–263.37 · VW $231.09i $6,421,746 SEC
2024   Q1 20,491 0.08 Add 15.96% 0.01 $212.72–259.38 · VW $238.03i $5,241,188 SEC
2023   Q4 17,670 0.07 Reduce 5.78% <0.01 $185.04–229.42 · VW $211.99i $4,016,744 SEC
2023   Q3 18,753 0.08 Reduce 25.97% 0.03 $180.38–215.70 · VW $198.69i $3,783,605 SEC
2023   Q2 25,331 0.10 Add 3.45% <0.01 $160.66–195.47 · VW $174.40i $4,648,239 SEC
2023   Q1 24,486 0.12 Reduce 9.86% 0.01 $177.61–215.00 · VW $197.17i $4,772,077 SEC
2022   Q4 27,164 0.14 Add 29.11% 0.03 $147.91–197.00 · VW $176.36i $4,850,947 SEC
2022   Q3 21,039 0.10 Add 5.46% <0.01 $152.15–188.90 · VW $171.58i $3,284,000 SEC
2022   Q2 19,949 0.10 Add 202.21% 0.07 $154.13–181.02 · VW $166.80i $3,143,000 SEC
2022   Q1 6,601 0.04 Add 16.54% <0.01 $162.91–208.71 · VW $181.60i $1,181,000 SEC
2021   Q4 5,664 0.04 Reduce 31.76% 0.02 $172.24–207.67 · VW $191.90i $1,160,000 SEC
2021   Q3 8,300 0.06 Reduce 31.11% 0.03 $171.33–203.82 · VW $188.01i $1,511,000 SEC
2021   Q2 12,048 0.09 Reduce 26.97% 0.03 $162.47–184.58 · VW $172.28i $2,104,000 SEC
2021   Q1 16,498 0.12 Reduce 22.74% 0.02 $125.46–168.96 · VW $148.46i $2,735,000 SEC
2020   Q4 21,354 0.09 Add 41.99% 0.03 $117.02–146.95 · VW $130.59i $2,814,000 SEC
2020   Q3 15,039 0.06 Add 201.56% 0.04 $105.87–121.93 · VW $115.66i $1,798,000 SEC
2020   Q2 4,987 0.02 Reduce 90.15% 0.12 $85.78–129.23 · VW $109.19i $579,000 SEC
2020   Q1 50,607 0.13 Add 106.31% 0.07 $73.39–146.09 · VW $112.58i $4,720,000 SEC
2019   Q4 24,529 0.06 Reduce 72.08% 0.14 $117.55–144.95 · VW $132.71i $3,504,000 SEC
2019   Q3 87,842 0.19 Add 306.30% 0.14 $105.99–124.34 · VW $117.63i $10,826,000 SEC
2019   Q2 21,620 0.04 Reduce 18.31% <0.01 $97.05–111.59 · VW $104.48i $2,400,000 SEC
2019   Q1 26,467 0.04 Reduce 17.15% <0.01 $76.07–99.29 · VW $89.61i $2,551,000 SEC
2018   Q4 31,945 0.04 Add 6.57% <0.01 $74.32–96.75 · VW $86.99i $2,589,000 SEC
2018   Q3 29,976 0.04 Reduce 66.72% 0.07 $80.07–90.50 · VW $86.41i $2,665,000 SEC
2018   Q2 90,076 0.11 Reduce 42.91% 0.07 $67.44–85.82 · VW $77.76i $7,277,000 SEC
2018   Q1 157,786 0.16 Buy 0.16 $66.88–76.73 · VW $72.39i $11,094,000 SEC
2017   Q4 0 0.00 Sell 100.00% 0.01 $65.59–71.53 · VW $69.09i SEC
2017   Q3 11,123 0.01 Add 23.42% <0.01 $58.57–66.80 · VW $63.27i $734,000 SEC
2017   Q2 9,012 <0.01 Reduce 93.22% 0.09 $55.80–66.33 · VW $60.28i $564,000 SEC
2017   Q1 132,912 0.10 Reduce 35.41% 0.05 $50.49–61.00 · VW $56.43i $7,670,000 SEC
2016   Q4 205,769 0.14 Add 729.11% 0.12 $43.64–55.47 · VW $49.28i $10,719,000 SEC
2016   Q3 24,818 0.02 Reduce 84.96% 0.07 $39.17–47.50 · VW $43.84i $1,135,000 SEC
2016   Q2 164,990 0.08 Buy 0.08 $37.80–43.11 · VW $40.67i $6,613,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.02 $30.40–41.89 · VW $38.37i SEC
2015   Q4 33,751 0.02 Reduce 94.88% 0.26 $40.07–46.92 · VW $43.57i $1,419,000 SEC
2015   Q3 658,986 0.27 Reduce 31.79% 0.09 $33.01–41.99 · VW $38.15i $26,926,000 SEC
2015   Q2 966,096 0.29 Reduce 24.52% 0.09 $34.19–39.32 · VW $36.84i $33,118,000 SEC
2015   Q1 1,279,963 0.38 Reduce 8.03% 0.03 $33.21–38.44 · VW $36.29i $47,666,000 SEC
2014   Q4 1,391,698 0.42 Add 17.67% 0.06 $27.59–36.08 · VW $33.20i $48,946,000 SEC
2014   Q3 1,182,745 0.38 Add 182.97% 0.25 $30.07–33.80 · VW $31.61i $36,724,000 SEC
2014   Q2 417,982 0.18 Add 66.95% 0.07 $26.70–32.41 · VW $29.77i $13,325,000 SEC
2014   Q1 250,357 0.11 Reduce 35.26% 0.08 $22.72–27.53 · VW $25.43i $6,870,000 SEC
2013   Q4 386,739 0.23 Buy 0.23 $20.50–23.56 · VW $22.44i $9,034,000 SEC
Price snapshot:
Current price$144.36
Avg. buy price$161.42
+/- since buy-10.57%
52-week low$96.55
52-week high$180.18