CDAM (UK) Ltd
- SEC CIK
- 0001719387
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 11
- 0 vs. Q4 2025
- Portfolio value
- $450.9M
- −$99.0M (−18.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CNMCore & Main, Inc. | CL A | 1,263,247 | $62.4M | 13.8% | −13,335−1.0% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 579,495 | $60.9M | 13.5% | +33,193+6.1% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 492,024 | $52.6M | 11.7% | +70,329+16.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 265,254 | $46.6M | 10.3% | +32,292+13.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 433,759 | $45.3M | 10.1% | +143,939+49.7% | Added | History |
| TFIITFI International Inc. | COM | 394,559 | $42.9M | 9.5% | −7,576−1.9% | Reduced | History |
| QLYSQualys, Inc. | COM | 469,001 | $41.2M | 9.1% | +82,351+21.3% | Added | History |
| LGIHLGI Homes, Inc. | COM | 900,231 | $35.6M | 7.9% | +157,078+21.1% | Added | History |
| EFXEquifax Inc | COM | 148,470 | $26.7M | 5.9% | +148,470 | New | History |
| ZDZiff Davis, Inc. | COM | 563,667 | $23.7M | 5.2% | −789,351−58.3% | Reduced | History |
| DAVAEndava plc | ADS | 2,949,572 | $13.0M | 2.9% | −30,086−1.0% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.