Institutional
CDAM (UK) Ltd
CIK 0001719387
$450.9M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | $42.37 | -3.66% | -29.83% | 60.34% | $62.4M | 13.84% | — | HELD |
| 2 | CRH | CRH PLC | $99.71 | -3.57% | 9.35% | 121.91% | $60.9M | 13.51% | — | HELD |
| 3 | CIGI | COLLIERS INTL GROUP INC | $101.21 | -2.60% | -32.73% | -26.63% | $52.6M | 11.66% | — | HELD |
| 4 | VEEV | VEEVA SYS INC | $207.81 | 3.29% | -28.49% | -39.39% | $46.6M | 10.33% | — | HELD |
| 5 | NOW | SERVICENOW INC | $115.81 | 4.69% | -39.51% | -14.07% | $45.3M | 10.06% | — | HELD |
| 6 | TFII | TRANSFORCE INC | $141.03 | -4.55% | 74.88% | 38.55% | $42.9M | 9.51% | — | HELD |
| 7 | QLYS | QUALYS INC | $135.13 | -0.46% | 4.83% | 16.57% | $41.2M | 9.14% | — | HELD |
| 8 | LGIH | LGI HOMES INC | $58.05 | -5.46% | 6.55% | -63.79% | $35.6M | 7.89% | — | HELD |
| 9 | EFX | EQUIFAX INC | $187.05 | 0.02% | -21.25% | -28.64% | $26.7M | 5.93% | — | HELD |
| 10 | ZD | ZIFF DAVIS INC | $54.27 | 2.53% | 84.03% | -54.68% | $23.7M | 5.25% | — | HELD |
| 11 | DAVA | ENDAVA PLC | $3.13 | 7.93% | -73.79% | -97.66% | $13.0M | 2.89% | — | HELD |
Source: SEC EDGAR · accession 0001719387-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.