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 TFII
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,860,944 | 394,559 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,560,652 | 402,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,283,607 | 389,321 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $35,837,960 | 399,665 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,893,557 | 424,707 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,483,069 | 381,102 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,909,664 | 371,902 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,706,049 | 411,312 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,414,557 | 391,412 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,932,393 | 381,912 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $45,865,740 | 357,182 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,365,416 | 468,282 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $55,885,217 | 468,482 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $49,015,555 | 488,982 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,297,379 | 489,582 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||