Position in CDW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$44,391,890
+$16,557,290 QoQ
Shares Held
315,642
+37.2% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#70
of 750 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Blue Grotto Capital, LLC holds $123,486,122 across 2 Information Technology Services names. CDW ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CACI |
Caci International Inc /De/
|
170,734 | $79,094,232 | |
| 2 | CDW |
CDW Corp
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|
315,642 | $44,391,890 |
All Filings in CDW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,391,890 | 315,642 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,834,600 | 230,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,747,828 | 379,940 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||