CDAM (UK) LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAVA | 2.95M | $13.04M |
 | CNM | 1.26M | $62.40M |
 | LGIH | 900K | $35.59M |
 | CRH | 579K | $60.92M |
 | ZD | 564K | $23.65M |
 | CIGI | 492K | $52.59M |
 | QLYS | 469K | $41.20M |
 | NOW | 434K | $45.35M |
 | TFII | 395K | $42.86M |
 | VEEV | 265K | $46.59M |
 | EFX | 148K | $26.73M |
Endava plc
DAVA
Shares Held
2.95M
Value
$13.04M
Core & Main, Inc.
CNM
Shares Held
1.26M
Value
$62.40M
LGI Homes, Inc.
LGIH
Shares Held
900K
Value
$35.59M
CRH plc
CRH
Shares Held
579K
Value
$60.92M
Ziff Davis, Inc.
ZD
Shares Held
564K
Value
$23.65M
Colliers International Group Inc.
CIGI
Shares Held
492K
Value
$52.59M
Qualys, Inc.
QLYS
Shares Held
469K
Value
$41.20M
ServiceNow, Inc.
NOW
Shares Held
434K
Value
$45.35M
TFI International Inc.
TFII
Shares Held
395K
Value
$42.86M
Veeva Systems Inc.
VEEV
Shares Held
265K
Value
$46.59M
Equifax Inc.
EFX
Shares Held
148K
Value
$26.73M