CDAM (UK) Ltd
Top Portfolio Positions
11 positions ·
$450,929,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CNM |
Core & Main, Inc.
Industrials
|
1,263,247 | $62,404,401 | 13.84% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
579,495 | $60,916,514 | 13.51% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
492,024 | $52,592,445 | 11.66% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
265,254 | $46,594,517 | 10.33% | |
| NOW |
ServiceNow, Inc.
Technology
|
433,759 | $45,349,503 | 10.06% | |
| TFII |
TFI International Inc.
Industrials
|
394,559 | $42,860,944 | 9.51% | |
| QLYS |
Qualys, Inc.
Technology
|
469,001 | $41,201,737 | 9.14% | |
| LGIH |
LGI Homes, Inc.
Consumer Cyclical
|
900,231 | $35,586,131 | 7.89% | |
| EFX |
Equifax Inc
Industrials
|
148,470 | $26,734,992 | 5.93% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
563,667 | $23,651,467 | 5.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,734,992 | 148,470 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||