CDAM (UK) Ltd
- SEC CIK
- 0001719387
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- 0 vs. Q3 2022
- Portfolio value
- $630.5M
- +$19.1M (+3.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZDZiff Davis, Inc. | COM | 847,210 | $67.0M | 10.6% | −1,000−0.1% | Reduced | History |
| DAVAEndava plc | ADS | 849,000 | $64.9M | 10.3% | +212,019+33.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 163,852 | $63.6M | 10.1% | +3,200+2.0% | Added | History |
| QLYSQualys, Inc. | COM | 542,333 | $60.9M | 9.7% | 00.0% | Unchanged | History |
| LGIHLGI Homes, Inc. | COM | 610,926 | $56.6M | 9.0% | +15,000+2.5% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 602,292 | $55.4M | 8.8% | −3000.0% | Reduced | History |
| WDCWestern Digital Corp | COM | 1,621,189 | $51.1M | 8.1% | +408,800+33.7% | Added | History |
| TFIITFI International Inc. | COM | 488,982 | $49.0M | 7.8% | −600−0.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 136,109 | $45.6M | 7.2% | −100−0.1% | Reduced | History |
| OTEXOpen Text Corp | COM | 1,493,314 | $44.3M | 7.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 436,700 | $38.5M | 6.1% | −2000.0% | Reduced | History |
| ARKOARKO Corp. | COM | 3,871,581 | $33.5M | 5.3% | −2,020,790−34.3% | Reduced | History |