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CDW

Sector Information Technology

16 letters mention CDW, from 2 managers.

• Q4 2025 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 4 times
• Q2 2025 Wedgewood Partners · Q2 2025 letter ↗ David Rolfe · mentioned once
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 11 times
• Q3 2024 Wedgewood Partners · Q3 2024 letter ↗ David Rolfe · mentioned 2 times
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 4 times
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned 13 times
• Q1 2021 Wedgewood Partners · Q1 2021 letter ↗ David Rolfe · mentioned 6 times
• Q3 2020 Wedgewood Partners · Q3 2020 letter ↗ David Rolfe · mentioned once
• Q2 2020 Wedgewood Partners · Q2 2020 letter ↗ David Rolfe · mentioned once
• Q1 2020 Wedgewood Partners · Q1 2020 letter ↗ David Rolfe · mentioned 3 times
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q3 2019 Wedgewood Partners · Q3 2019 letter ↗ David Rolfe · mentioned 15 times
• H1 2019 Emeth Value Capital · H1 2019 letter ↗ Andrew Carreon · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.