2
CDW
CDW CORP · Consumer Discretionary
Consensus score 2/100 · #167 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.1%
of their portfolios
Combined value
$33M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Wedgewood Partners Quality growth | 3.6% | $18M | TRIM |
| Broad Run Investment Mgmt Concentrated | 2.7% | $15M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.