LAKEWOOD CAPITAL MANAGEMENT, LP

Position in CDW — CDW Corp

CIK 1424381 New York, NY

Position in CDW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$67,999,440

+$37,623,420 QoQ

Shares Held

483,500

+92.6% QoQ

Ownership

0.387%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#52

of 746 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $84,209,660 across 3 Information Technology Services names. CDW ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDW	CDW Corp This page	483,500	$67,999,440
2	INGM	Ingram Micro Holding Corp	395,000	$10,834,850
3	GDS	GDS Holdings Ltd	179,000	$5,375,370

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,999,440	483,500	+92.6%	Shares	Sole	2026-08-14
2026-03-31	$30,376,020	251,000	+340.4%	Shares	Sole	2026-05-15
2021-12-31	$11,672,460	57,000	-41.8%	Shares	Defined	2022-02-14
2021-09-30	$17,837,960	98,000	-43.4%	Shares	Defined	2021-11-15
2021-06-30	$30,214,450	173,000	-13.1%	Shares	Defined	2021-08-16
2021-03-31	$32,984,250	199,000	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.