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 QLYS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,201,737 | 469,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,385,785 | 386,650 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,806,444 | 353,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,138,713 | 399,935 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,010,350 | 611,533 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $85,785,614 | 611,793 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $64,604,203 | 502,913 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,224,010 | 464,404 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $65,623,296 | 393,260 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $78,661,172 | 400,760 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $84,471,206 | 553,728 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,772,182 | 563,383 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $73,277,061 | 563,583 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $60,866,032 | 542,333 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $75,595,796 | 542,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $83,004,156 | 658,032 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $93,866,988 | 659,132 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $87,674,249 | 638,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,640,934 | 643,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $66,011,659 | 655,593 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,086,705 | 468,474 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $51,972,680 | 426,460 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,635,275 | 322,776 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,537,950 | 245,510 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,356,914 | 245,510 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||