William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
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
2024   Q4 0 0.00 Sell 100.00% 1.77 $170.68–226.79 · VW $186.46i SEC
2024   Q3 1,281,644 1.77 Reduce 2.91% 0.06 $205.92–241.26 · VW $222.32i $290,036,037 SEC
2024   Q2 1,320,049 1.98 Reduce 4.85% 0.11 $213.04–263.37 · VW $231.09i $295,479,768 SEC
2024   Q1 1,387,311 2.23 Reduce 1.96% 0.04 $212.72–259.38 · VW $238.03i $354,846,408 SEC
2023   Q4 1,415,042 2.15 Reduce 2.37% 0.05 $185.04–229.42 · VW $211.99i $321,667,347 SEC
2023   Q3 1,449,357 2.17 Reduce 0.38% <0.01 $180.38–215.70 · VW $198.69i $292,422,268 SEC
2023   Q2 1,454,882 1.87 Add 19.08% 0.30 $160.66–195.47 · VW $174.40i $266,970,848 SEC
2023   Q1 1,221,725 1.94 Add 142.43% 1.14 $177.61–215.00 · VW $197.17i $238,101,985 SEC
2022   Q4 503,943 0.76 Buy 0.76 $147.91–197.00 · VW $176.36i $89,994,141 SEC
Price snapshot:
Current price$144.36
52-week low$96.55
52-week high$180.18