RENAISSANCE GROUP LLC CDW — CDW CORP DE

Ownership history in RENAISSANCE GROUP LLC  ·  31 quarters on record

AI Ownership Summary

RENAISSANCE GROUP LLC reported CDW CORP DE (CDW) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.47% in 2024 Q1. The latest visible filing shows CDW at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RENAISSANCE GROUP LLC's position in CDW CORP DE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CDW was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDW stock page RENAISSANCE GROUP LLC fund profile RENAISSANCE GROUP LLC full holdings
How RENAISSANCE GROUP LLC held CDW — position size vs. price
% of Fund (quarterly)    CDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 238,981 +236,921 +11501.0% 1.36% $33.6M 2026-08-13 $142.05
2024 Q4 REDUCED 56.6% -7.6% ✅ 2,060 -2,689 -56.6% 0.01% $358K 2025-02-13 $182.79
2024 Q3 REDUCED 19.3% -23.1% ✅ 4,749 -1,134 -19.3% 0.04% $1.1M 2024-11-12 $186.35
2024 Q2 REDUCED 96.1% +1.4% ❌ 5,883 -145,963 -96.1% 0.05% $1.3M 2024-08-14 $209.83
2024 Q1 REDUCED — — — 151,846 -5,421 -3.4% 1.47% $38.8M 2024-04-26 $233.99
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CDW

As of 2026 Q2 — sorted by position size

Wishbone Management, LP 3Y 12.14% Triad Investment Management 3Y 7Y 4.74% Longview Partners (Guernsey) LTD 3Y 7Y 4.27% Blue Grotto Capital, LLC 3Y 3.71% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 3.5% Unison Asset Management LLC 3Y 2.9% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.79% Broad Run Investment Management, LLC 3Y 7Y 2.69% Monte Financial Group, LLC 3Y 7Y 2.49% Graphene Investments SAS 3Y 2.22%

FAQ About RENAISSANCE GROUP LLC and CDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has RENAISSANCE GROUP LLC reported owning CDW?

RENAISSANCE GROUP LLC reported CDW across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CDW position in RENAISSANCE GROUP LLC's portfolio?

The largest reported portfolio weight for CDW was 1.47% in 2024 Q1.

What is the latest reported CDW position on this page?

The most recent filing on this page is 2026 Q2, when RENAISSANCE GROUP LLC reported 238,981 shares, equal to 1.36% of portfolio, with an estimated market value of $33.6M.

What does the chart on this CDW ownership page compare?

The chart compares RENAISSANCE GROUP LLC's quarterly CDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RENAISSANCE GROUP LLC time their CDW position?

Based on 13F filing dates vs. subsequent CDW price moves, RENAISSANCE GROUP LLC correctly timed 18 out of 30 reported position changes (60%). The annualised alpha on CDW relative to SPY over the holding period was +1.8%.

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