Climb Global (CLMB) -- Leading Growth in IT Distribution | Headwaters Capital 2024 Q4

Capitalizing on Cybersecurity and Data Center Demand

Apr 13, 2025

Summary

Strong organic growth driven by focus on cybersecurity and data centers.
Positioned as a specialty IT distributor with robust market demand.
Potential risks include market saturation and competitive pressures.
Achieved a 23% increase in Q4, marking it as a top contributor.
Future outlook remains positive with continued IT spending in key areas.

In the Headwaters Capital 2024 Q4 fund letter, Climb Global (CLMB, Financial) emerged as a standout performer, contributing significantly to the portfolio's performance. The company has consistently exceeded growth expectations, particularly in the cybersecurity and data center sectors, which are experiencing healthy IT spending trends.

"For the second quarter in a row, CLMB was the strategy’s top contributor. Organic growth for this specialty IT distributor continues to exceed expectations given the company’s cybersecurity and data center focus, two areas of IT spending that remain healthy." — Christopher Godfrey, Headwaters Capital, Q4 2024 Fund Letter

Read full letter at gurufocus Headwaters Capital 2024 Q4 page.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.