Oakmark Fund Added CDW (CDW) Citing Diverse Growth Signals

In its fourth-quarter 2025 capitalist letter, Oakmark Fund highlighted stocks specified arsenic CDW Corporation (NASDAQ:CDW). Headquartered successful Van Buren, Michigan, CDW Corporation (NASDAQ:CDW) is simply a starring accusation exertion solutions provider. On January 13, 2026, CDW Corporation (NASDAQ:CDW) banal closed astatine $134.60 per share. One-month instrumentality of CDW Corporation (NASDAQ:CDW) was -6.33%, and its shares gained 28.20% of their worth implicit the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a marketplace capitalization of $17.641 billion.

Oakmark Fund stated the pursuing regarding CDW Corporation (NASDAQ:CDW) successful its 4th fourth 2025 capitalist letter:

"CDW Corporation (NASDAQ:CDW) is simply a starring accusation exertion solutions company. Over the past decade, CDW has evolved from a exertion hardware reseller to a broad supplier of IT solutions with burgeoning bundle and work businesses. In our view, the company’s beardown firm civilization helped marque its translation a success. A premier illustration of this civilization is CDW’s talented relationship managers and exertion consultants that assistance it pull and clasp customers. Focusing connected bundle services has helped CDW grow margins—a inclination that should proceed arsenic cybersecurity and generative AI necessitate much attention. Despite CDW’s captious spot successful the IT ecosystem, we judge a hard backdrop for IT work and hardware resellers has weighed connected the company’s stock price. This backdrop enabled america to acquisition shares successful CDW astatine a compelling valuation."

CDW Corporation (NASDAQ:CDW) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge money portfolios held CDW Corporation (NASDAQ:CDW) astatine the extremity of the 3rd quarter, up from 44 successful the erstwhile quarter. In Q3 2025, CDW Corporation's consolidates nett income (NASDAQ:CDW) were $5.7 billion, up 4% from Q3 2024. While we admit the imaginable of CDW Corporation (NASDAQ:CDW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.