Oakmark Fund Added CDW (CDW) Citing Diverse Growth Signals

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A copy of the letter can be downloaded here. In the quarter, the fund (investor class) outperformed the S&P 500 Index, returning 4.78% vs. 2.66% for the index. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.In its fourth-quarter 2025 investor letter, Oakmark Fund highlighted stocks such as CDW Corporation (NASDAQ:CDW). Headquartered in Van Buren, Michigan, CDW Corporation (NASDAQ:CDW) is a leading information technology solutions provider. On January 13, 2026, CDW Corporation (NASDAQ:CDW) stock closed at $134.60 per share. One-month return of CDW Corporation (NASDAQ:CDW) was -6.33%, and its shares gained 28.20% of their value over the last 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.641 billion.Oakmark Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its fourth quarter 2025 investor letter:"CDW Corporation (NASDAQ:CDW) is a leading information technology solutions company. Over the past decade, CDW has evolved from a technology hardware reseller to a comprehensive provider of IT solutions with burgeoning software and service businesses. In our view, the company’s strong corporate culture helped make its transformation a success. A prime example of this culture is CDW’s talented account managers and technology consultants that help it attract and retain customers. Focusing on software services has helped CDW expand margins—a trend that should continue as cybersecurity and generative AI require more attention. Despite CDW’s critical place in the IT ecosystem, we believe a difficult backdrop for IT service and hardware resellers has weighed on the company’s share price. This backdrop enabled us to purchase shares in CDW at a compelling valuation."Is CDW Corporation (CDW) Mid-Cap IT Stock Outperforming The Market In 2025?CDW Corporation (NASDAQ:CDW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge fund portfolios held CDW Corporation (NASDAQ:CDW) at the end of the third quarter, up from 44 in the previous quarter. In Q3 2025, CDW Corporation's consolidates net sales (NASDAQ:CDW) were $5.7 billion, up 4% from Q3 2024. While we acknowledge the potential of CDW Corporation (NASDAQ:CDW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,944.47 +17.87 (+0.26%)Dow 3049,442.44 +292.81 (+0.60%)Nasdaq23,530.02 +58.27 (+0.25%)Russell 20002,674.56 +22.92 (+0.86%)VIX15.84 -0.91 (-5.43%)Gold4,618.90 -16.80 (-0.36%)Trending tickersSPHL Springview Holdings Ltd 17.41 +15.11 (+656.96%)TSM Taiwan Semiconductor Manufacturing Company Limited 341.64 +14.53 (+4.44%)HOOD Robinhood Markets, Inc. 110.35 -9.32 (-7.79%)RDDT Reddit, Inc. 228.75 -23.63 (-9.36%)GS The Goldman Sachs Group, Inc. 975.86 +43.19 (+4.63%)PortfolioSign in to access your portfolioSign inTop gainersFIGR Figure Technology Solutions, Inc. 64.96 +9.14 (+16.37%)ERAS Erasca, Inc. 9.56 +1.25 (+15.04%)GLXY Galaxy Digital 31.99 +3.80 (+13.48%)FLNC Fluence Energy, Inc. 25.50 +2.85 (+12.58%)PEN Penumbra, Inc. 350.49 +37.06 (+11.82%)Top losersRGC Regencell Bioscience Holdings Limited 30.06 -5.11 (-14.53%)RCUS Arcus Biosciences, Inc. 21.79 -2.77 (-11.28%)CRCL Circle Internet Group 76.60 -8.20 (-9.67%)BEAM Beam Therapeutics Inc. 32.05 -3.36 (-9.49%)RDDT Reddit, Inc. 228.75 -23.63 (-9.36%)Most activeNVDA NVIDIA Corporation 187.05 +3.91 (+2.13%)INTC Intel Corporation 48.32 -0.40 (-0.82%)BBAI BigBear.ai Holdings, Inc. 6.17 -0.09 (-1.44%)GRAB Grab Holdings Limited 4.3900 -0.2400 (-5.18%)ONDS Ondas Holdings Inc. 12.82 -0.74 (-5.46%)Top economic eventsEarnings eventsMy earnings eventsEarnings events