SEC 13F Intelligence

Select Equity Group, L.P. / CDW

Select Equity Group, L.P.’s Cdw Corp Position

Does Select Equity Group, L.P. own Cdw Corp (CDW)? Yes — 1.20M shares worth $145M (+0.74% of its 13F portfolio) as of Q1 2026, down from 2.28M shares the prior filed quarter.

Position Value
$145M
Q1 2026
Shares
1.20M
% of Portfolio
+0.74%
Quarters Held
30
currently held

Position History CDW

Reported value by quarter
Q4 ’18: $333.2BQ4 ’18Q1 ’19: $431.6BQ2 ’19: $482.6BQ3 ’19: $480.5BQ4 ’19: $511.2BQ4 ’19Q1 ’20: $549.9BQ2 ’20: $685.5BQ3 ’20: $824.2BQ4 ’20: $983.2BQ4 ’20Q1 ’21: $1.38TQ2 ’21: $1.32TQ3 ’21: $1.24TQ4 ’21: $1.4BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.1BQ3 ’22: $1.1BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.0BQ3 ’23: $1.1BQ4 ’23: $1.2BQ4 ’23Q1 ’24: $1.3BQ2 ’24: $1.1BQ3 ’24: $1.1BQ4 ’24: $609MQ4 ’24Q1 ’25: $592MQ2 ’25: $724MQ3 ’25: $662MQ4 ’25: $310MQ4 ’25Q1 ’26: $145Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.20M$145M+0.74%
Q4 20252.28M$310M+1.34%
Q3 20254.16M$662M+2.73%
Q2 20254.05M$724M+3.03%
Q1 20253.70M$592M+2.56%
Q4 20243.50M$609M+2.42%
Q3 20244.79M$1.1B+3.89%
Q2 20244.85M$1.1B+4.28%
Q1 20245.05M$1.3B+4.57%
Q4 20235.21M$1.2B+4.21%
Q3 20235.53M$1.1B+4.57%
Q2 20235.52M$1.0B+3.77%
Q1 20235.63M$1.1B+3.91%
Q4 20226.78M$1.2B+4.55%
Q3 20227.09M$1.1B+3.86%
Q2 20227.27M$1.1B+3.67%
Q1 20227.10M$1.3B+4.11%
Q4 20217.02M$1.4B+3.92%
Q3 20216.84M$1.24T+4.18%
Q2 20217.54M$1.32T+4.50%
Q1 20218.30M$1.38T+5.00%
Q4 20207.46M$983.2B+4.04%
Q3 20206.90M$824.2B+4.05%
Q2 20205.90M$685.5B+3.94%
Q1 20205.90M$549.9B+3.79%
Q4 20193.58M$511.2B+3.22%
Q3 20193.90M$480.5B+3.25%
Q2 20194.35M$482.6B+3.29%
Q1 20194.48M$431.6B+2.92%
Q4 20184.11M$333.2B+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Select Equity Group, L.P.’s full portfolio or all institutional holders of CDW.