SEC 13F Intelligence

Standard Investments LLC / CDW

Standard Investments LLC’s Cdw Corp Position

Does Standard Investments LLC own Cdw Corp (CDW)? Not currently — the last reported position was 634.7K shares worth $86M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$86M
Q4 2025
Shares
634.7K
% of Portfolio
+4.32%
Quarters Held
11
position exited

Position History CDW

Reported value by quarter
Q2 ’23: $5MQ2 ’23Q3 ’23: $28MQ4 ’23: $32MQ4 ’23Q1 ’24: $118MQ2 ’24: $124MQ2 ’24Q3 ’24: $126MQ4 ’24: $119MQ4 ’24Q1 ’25: $110MQ2 ’25: $122MQ2 ’25Q3 ’25: $109MQ4 ’25: $86MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025634.7K$86M+4.32%
Q3 2025685.0K$109M+5.68%
Q2 2025685.0K$122M+5.24%
Q1 2025685.0K$110M+6.40%
Q4 2024685.0K$119M+6.44%
Q3 2024555.0K$126M+6.37%
Q2 2024555.0K$124M+6.95%
Q1 2024460.5K$118M+7.49%
Q4 2023139.0K$32M+1.95%
Q3 2023139.0K$28M+1.71%
Q2 202324.8K$5M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Standard Investments LLC’s full portfolio or all institutional holders of CDW.