CDAM (UK) LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAVA | 2.98M | $18.83M |
 | OTEX | 2.02M | $65.72M |
 | ZD | 1.35M | $47.56M |
 | CNM | 1.28M | $66.34M |
 | LGIH | 743K | $31.93M |
 | CRH | 546K | $68.18M |
 | CIGI | 422K | $61.99M |
 | TFII | 402K | $41.56M |
 | QLYS | 387K | $51.39M |
 | NOW | 290K | $44.40M |
 | VEEV | 233K | $52.00M |
Endava plc
DAVA
Shares Held
2.98M
Value
$18.83M
Open Text Corporation
OTEX
Shares Held
2.02M
Value
$65.72M
Ziff Davis, Inc.
ZD
Shares Held
1.35M
Value
$47.56M
Core & Main, Inc.
CNM
Shares Held
1.28M
Value
$66.34M
LGI Homes, Inc.
LGIH
Shares Held
743K
Value
$31.93M
CRH plc
CRH
Shares Held
546K
Value
$68.18M
Colliers International Group Inc.
CIGI
Shares Held
422K
Value
$61.99M
TFI International Inc.
TFII
Shares Held
402K
Value
$41.56M
Qualys, Inc.
QLYS
Shares Held
387K
Value
$51.39M
ServiceNow, Inc.
NOW
Shares Held
290K
Value
$44.40M
Veeva Systems Inc.
VEEV
Shares Held
233K
Value
$52.00M