CDAM (UK) Ltd
- SEC CIK
- 0001719387
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 11
- −1 vs. Q4 2022
- Portfolio value
- $682.9M
- +$52.4M (+8.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 163,852 | $76.1M | 11.2% | 00.0% | Unchanged | History |
| QLYSQualys, Inc. | COM | 563,583 | $73.3M | 10.7% | +21,250+3.9% | Added | History |
| ZDZiff Davis, Inc. | COM | 906,710 | $70.8M | 10.4% | +59,500+7.0% | Added | History |
| LGIHLGI Homes, Inc. | COM | 610,526 | $69.6M | 10.2% | −400−0.1% | Reduced | History |
| DAVAEndava plc | ADS | 992,847 | $66.7M | 9.8% | +143,847+16.9% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 622,728 | $65.7M | 9.6% | +20,436+3.4% | Added | History |
| OTEXOpen Text Corp | COM | 1,658,267 | $63.9M | 9.4% | +164,953+11.0% | Added | History |
| WDCWestern Digital Corp | COM | 1,621,189 | $61.1M | 8.9% | 00.0% | Unchanged | History |
| TFIITFI International Inc. | COM | 468,482 | $55.9M | 8.2% | −20,500−4.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 136,109 | $46.9M | 6.9% | 00.0% | Unchanged | History |
| ARKOARKO Corp. | COM | 3,871,581 | $32.9M | 4.8% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.