Oakmark Fund Added CDW (CDW) Citing Diverse Growth Signals

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation by investing in diverse large-cap US companies. A copy of the letter can be downloaded here. In the quarter, the fund (investor class) outperformed the S&P 500 Index, returning 4.78% vs. 2.66% for the index. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

In its fourth-quarter 2025 investor letter, Oakmark Fund highlighted stocks such as CDW Corporation (NASDAQ:CDW). Headquartered in Van Buren, Michigan, CDW Corporation (NASDAQ:CDW) is a leading information technology solutions provider. On January 13, 2026, CDW Corporation (NASDAQ:CDW) stock closed at $134.60 per share. One-month return of CDW Corporation (NASDAQ:CDW) was -6.33%, and its shares gained 28.20% of their value over the last 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.641 billion.

Oakmark Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its fourth quarter 2025 investor letter:

"CDW Corporation (NASDAQ:CDW) is a leading information technology solutions company. Over the past decade, CDW has evolved from a technology hardware reseller to a comprehensive provider of IT solutions with burgeoning software and service businesses. In our view, the company’s strong corporate culture helped make its transformation a success. A prime example of this culture is CDW’s talented account managers and technology consultants that help it attract and retain customers. Focusing on software services has helped CDW expand margins—a trend that should continue as cybersecurity and generative AI require more attention. Despite CDW’s critical place in the IT ecosystem, we believe a difficult backdrop for IT service and hardware resellers has weighed on the company’s share price. This backdrop enabled us to purchase shares in CDW at a compelling valuation."

CDW Corporation (NASDAQ:CDW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge fund portfolios held CDW Corporation (NASDAQ:CDW) at the end of the third quarter, up from 44 in the previous quarter. In Q3 2025, CDW Corporation's consolidates net sales (NASDAQ:CDW) were $5.7 billion, up 4% from Q3 2024. While we acknowledge the potential of CDW Corporation (NASDAQ:CDW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered CDW Corporation (NASDAQ:CDW) and shared the list of the best technology stocks that pay dividends. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.