CDAM (UK) Ltd
Top Portfolio Positions
11 positions ·
$450,929,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in VEEV
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,594,517 | 265,254 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $52,004,107 | 232,962 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,918,117 | 227,982 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,650,709 | 245,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,168,956 | 255,446 | Shares | Sole | 2025-05-14 | |
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