Kensico Capital Management’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-155,000	Closed	-$28.4M	–	25
2023 Q2	$28.4M	Buy	+155,000	New	+$28.4M	1.15%	21