Position in CDW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,654,389
+$1,901,632 QoQ
Shares Held
25,984
+101.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#209
of 746 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Oak Thistle LLC holds $25,693,544 across 12 Information Technology Services names. CDW ranks #1 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDW |
CDW Corp
This page
|
25,984 | $3,654,389 | |
| 2 | CACI |
Caci International Inc /De/
|
7,443 | $3,448,044 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
87,527 | $3,389,920 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
24,974 | $2,571,572 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
30,736 | $2,438,901 | |
| 6 | SAIC |
Science Applications International Corp
|
19,077 | $2,106,291 | |
| 7 | GLOB |
Globant S.A.
|
63,156 | $1,827,734 | |
| 8 | IT |
Gartner Inc
|
10,391 | $1,346,881 |
All Filings in CDW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,389 | 25,984 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,752,757 | 12,869 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $508,740 | 3,194 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $666,681 | 4,160 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $401,121 | 1,792 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $543,353 | 2,788 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||