Position in CDW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,834,600
-$23,913,228 QoQ
Shares Held
230,000
-39.5% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Blue Grotto Capital, LLC holds $107,348,394 across 2 Information Technology Services names. CDW ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CACI |
Caci International Inc /De/
|
146,200 | $79,513,794 | |
| 2 | CDW |
CDW Corp
This page
|
230,000 | $27,834,600 |
All Filings in CDW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||