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 ZD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,651,467 | 563,667 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,558,582 | 1,353,018 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,338,155 | 1,268,718 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,389,562 | 1,433,418 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,981,464 | 1,516,271 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $81,122,012 | 1,492,860 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $62,274,532 | 1,279,789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,142,749 | 1,310,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $78,862,724 | 1,250,995 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $79,418,244 | 1,181,995 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $59,525,947 | 934,620 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $63,538,114 | 906,910 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $70,768,715 | 906,710 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $67,014,311 | 847,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $58,085,420 | 848,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,988,445 | 710,968 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,693,973 | 606,468 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,248,623 | 570,527 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $53,568,226 | 450,911 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||