CDAM (UK) Ltd
12 holdingsFiling period: 2026-06-30Current AUM: $441.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CNM | Core & Main Inc | 1.02M | $49.1M | $43.1M | 9.77% | -245,475 | 2026-06-30 |
| 2 | LGIH | Lgi Homes Inc | 725.5K | $46.2M | $30.6M | 6.92% | -174,761 | 2026-06-30 |
| 3 | NOW | Servicenow Inc | 395.5K | $39.3M | $62.6M | 14.16% | -38,302 | 2026-06-30 |
| 4 | VEEV | Veeva Sys Inc | 213.2K | $37.8M | $67.9M | 15.36% | -52,006 | 2026-06-30 |
| 5 | CIGI | Colliers Intl Group Inc | 396.4K | $37.2M | $36.7M | 8.32% | -95,602 | 2026-06-30 |
| 6 | TFII | Tfi International Inc | 254.6K | $36.5M | $28.5M | 6.45% | -139,999 | 2026-06-30 |
| 7 | EFX | Equifax Inc | 205.3K | $32.6M | $36.7M | 8.30% | +56.8K | 2026-06-30 |
| 8 | QLYS | Qualys Inc | 219.9K | $30.2M | $49.5M | 11.21% | -249,139 | 2026-06-30 |
| 9 | — | Crh PLC | 265.7K | $28.4M | $28.4M | 6.44% | -313,830 | 2026-06-30 |
| 10 | ZD | Ziff Davis Inc | 453.5K | $23.7M | $26.2M | 5.93% | -110,165 | 2026-06-30 |
| 11 | TMO | Thermo Fisher Scientific Inc | 39.0K | $19.5M | $26.7M | 6.04% | -- | 2026-06-30 |
| 12 | DAVA | Endava PLC | 2.37M | $6.7M | $4.9M | 1.10% | -574,946 | 2026-06-30 |
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