Pzena Investment Management adds CDW
Seeking Alpha ·
Pzena Investment Management said it reduced positions in several financial and energy names during Q2 2026 while repositioning the portfolio toward new opportunities. The firm initiated a new position in CDW (NASDAQ: CDW ).
DYAX Investor Sentiment
Bullish (Long) 34% · Bearish (Short) 66%
404 participants
Related News
- ‘Hyperscalers don’t generate any cash; buy the chip companies’ – Melius’s Ben Reitzes
- Q2 earnings put technology sector's most overbought stocks in focus
- First Mid Bancshares raises dividend by 4% to $0.26
- Horizon projects 4.30%-4.35% net interest margin in H2 2026 while keeping mid-single-digit loan and deposit growth outlook
- Howden Joinery Group Plc 1H GAAP EPS of £0.16, revenue of £1.03B
- T-Mobile signals $18.4B-$18.8B 2026 adjusted free cash flow as it maintains ~$77B service revenue outlook