CDAM (UK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAVA | 2.32M | $21.15M |
 | OTEX | 2.00M | $74.88M |
 | ZD | 1.27M | $48.34M |
 | CNM | 1.16M | $62.59M |
 | LGIH | 644K | $33.30M |
 | CRH | 546K | $65.52M |
 | CIGI | 418K | $65.36M |
 | TFII | 389K | $34.28M |
 | QLYS | 354K | $46.81M |
 | VEEV | 228K | $67.92M |
 | NOW | 37K | $34.21M |
Endava plc
DAVA
Shares Held
2.32M
Value
$21.15M
Open Text Corporation
OTEX
Shares Held
2.00M
Value
$74.88M
Ziff Davis, Inc.
ZD
Shares Held
1.27M
Value
$48.34M
Core & Main, Inc.
CNM
Shares Held
1.16M
Value
$62.59M
LGI Homes, Inc.
LGIH
Shares Held
644K
Value
$33.30M
CRH plc
CRH
Shares Held
546K
Value
$65.52M
Colliers International Group Inc.
CIGI
Shares Held
418K
Value
$65.36M
TFI International Inc.
TFII
Shares Held
389K
Value
$34.28M
Qualys, Inc.
QLYS
Shares Held
354K
Value
$46.81M
Veeva Systems Inc.
VEEV
Shares Held
228K
Value
$67.92M
ServiceNow, Inc.
NOW
Shares Held
37K
Value
$34.21M