CDAM (UK) Ltd
11 holdingsFiling period: 2026-03-31Current AUM: $501.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | 1.26M | $62.4M | $55.5M | 11.07% | -13,335 | 2026-03-31 |
| 2 | — | CRH PLC | 579.5K | $60.9M | $60.9M | 12.14% | +33.2K | 2026-03-31 |
| 3 | CIGI | COLLIERS INTL GROUP INC | 492.0K | $52.6M | $48.5M | 9.66% | +70.3K | 2026-03-31 |
| 4 | VEEV | VEEVA SYS INC | 265.3K | $46.6M | $54.1M | 10.77% | +32.3K | 2026-03-31 |
| 5 | NOW | SERVICENOW INC | 433.8K | $45.3M | $48.2M | 9.61% | +143.9K | 2026-03-31 |
| 6 | TFII | TRANSFORCE INC | 394.6K | $42.9M | $53.3M | 10.61% | -7,576 | 2026-03-31 |
| 7 | QLYS | QUALYS INC | 469.0K | $41.2M | $67.9M | 13.53% | +82.4K | 2026-03-31 |
| 8 | LGIH | LGI HOMES INC | 900.2K | $35.6M | $49.1M | 9.79% | +157.1K | 2026-03-31 |
| 9 | EFX | EQUIFAX INC | 148.5K | $26.7M | $25.6M | 5.11% | -- | 2026-03-31 |
| 10 | ZD | ZIFF DAVIS INC | 563.7K | $23.7M | $29.9M | 5.96% | -789,351 | 2026-03-31 |
| 11 | DAVA | ENDAVA PLC | 2.95M | $13.0M | $8.8M | 1.76% | -30,086 | 2026-03-31 |
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