CDAM (UK) Ltd
- SEC CIK
- 0001719387
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- 0 vs. Q3 2025
- Portfolio value
- $549.9M
- −$4.46M (−0.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 546,302 | $68.2M | 12.4% | −1300.0% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 1,276,582 | $66.3M | 12.1% | +113,840+9.8% | Added | History |
| OTEXOpen Text Corp | COM | 2,017,255 | $65.7M | 12.0% | +14,000+0.7% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 421,695 | $62.0M | 11.3% | +3,300+0.8% | Added | History |
| VEEVVeeva Systems Inc | Stock | 232,962 | $52.0M | 9.5% | +4,980+2.2% | Added | History |
| QLYSQualys, Inc. | COM | 386,650 | $51.4M | 9.3% | +32,940+9.3% | Added | History |
| ZDZiff Davis, Inc. | COM | 1,353,018 | $47.6M | 8.6% | +84,300+6.6% | Added | History |
| NOWServiceNow, Inc. | Stock | 289,820 | $44.4M | 8.1% | +103,970+55.9% | AddedConverted for a 5-for-1 split | History |
| TFIITFI International Inc. | COM | 402,135 | $41.6M | 7.6% | +12,814+3.3% | Added | History |
| LGIHLGI Homes, Inc. | COM | 743,153 | $31.9M | 5.8% | +99,090+15.4% | Added | History |
| DAVAEndava plc | ADS | 2,979,658 | $18.8M | 3.4% | +655,078+28.2% | Added | History |