Here’s Why CDW (CDW) Traded Lower in Q4
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 706 | $85,440 | +96% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $216.15 | 1,200 | $259,380.00 | 102,200 | 2024-08-01 | Filing | |
| $216.62 | 1,050 | $227,448.90 | 16,876 | 2024-08-01 | Filing | |
| $163.62 | 3,050 | $499,041.00 | 68,622 | 2023-05-04 | Filing | |
| $169.90 | 1,475 | $250,602.50 | 16,313 | 2022-05-06 | Filing | |
| $169.36 | 2,900 | $491,149.80 | 50,131 | 2022-05-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $146.17 | 7,400 | $1,081,658.00 | 28,110 | 2025-12-08 | Filing | |
| $191.28 | 11,988 | $2,293,064.64 | 36,077 | 2025-05-13 | Filing | |
| $190.62 | 16,171 | $3,082,516.02 | 48,065 | 2025-05-13 | Filing | |
| $182.85 | 600 | $109,710.00 | 144,931 | 2025-05-08 | Filing | |
| $182.13 | 17,910 | $3,261,948.30 | 145,531 | 2025-05-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 124,382 | $15,052,670 | 0.11% | |
| 2. | 99,864 | $12,085,540 | 0.17% | |
| 3. | 72,808 | $8,811,224 | 0.1% | |
| 4. | 70,347 | $8,513,394 | 0.23% | |
| 5. | 47,731 | $5,776,357 | 0.64% |