Harris Associates (Bill Nygren) — CDW Trade History

Quarter-by-quarter changes in the CDW CORP position · CUSIP 12514G108
Currently held · 1.3 YearsFirst seen: 2016 Q3
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14Add5,543,451160,389+3.0%$779.6M1.03%
2026 Q12026-05-15Add5,383,062857,250+18.9%$651.5M0.87%
2025 Q42026-02-17Add4,525,8124,251,262+1548.4%$616.4M0.78%
2025 Q32025-11-14Add274,55075,849+38.2%$43.7M0.07%
2025 Q22025-08-14New198,701198,701$35.5M0.06%
2025 Q12025-05-15
2024 Q42025-02-14
2024 Q32024-11-14
2024 Q22024-08-14
2024 Q12024-05-15
2023 Q42024-02-14
2023 Q32023-11-14
2023 Q22023-08-14
2023 Q12023-05-15
2022 Q42023-02-14
2022 Q32022-11-14
2022 Q22022-08-15
2022 Q12022-05-16
2021 Q42022-02-14
2021 Q32021-11-15
2021 Q22021-08-16
2021 Q12021-05-17
2020 Q42021-02-16
2020 Q32020-11-16
2020 Q22020-08-14
2020 Q12020-05-15
2019 Q42020-02-14
2019 Q32019-11-14
2019 Q22019-08-14Sold out-115,000-100.0%
2019 Q12019-05-15Reduce115,000-49,353-30.0%$11.1M0.02%
2018 Q42019-02-14Reduce164,353-134,228-45.0%$13.3M0.03%
2018 Q32018-11-14Reduce298,581-1,051,539-77.9%$26.6M0.04%
2018 Q22018-08-14Reduce1,350,120-1,172,804-46.5%$109.1M0.18%
2018 Q12018-05-15Reduce2,522,924-346,242-12.1%$177.4M0.30%
2017 Q42018-02-14Reduce2,869,166-355,732-11.0%$199.4M0.33%
2017 Q32017-11-14Reduce3,224,898-143,404-4.3%$212.8M0.36%
2017 Q22017-08-14Reduce3,368,302-560,840-14.3%$210.6M0.38%
2017 Q12017-05-08Reduce3,929,142-683,353-14.8%$226.8M0.41%
2016 Q42017-02-10Add4,612,495912,750+24.7%$240.3M0.46%
2016 Q32016-11-09New3,699,7453,699,745$169.2M0.34%

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.