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CDAM (UK) Ltd 13F holdings

Filed 2026-08-13 · CDAM (UK) Ltd · 12 positions · $387.4M

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TickerCompanySharesValue% of portfolio
CNMCORE & MAIN INC1.0M$49.1M12.7%
LGIHLGI HOMES INC725.5K$46.2M11.9%
NOWSERVICENOW INC395.5K$39.3M10.1%
VEEVVEEVA SYS INC213.2K$37.8M9.8%
CIGICOLLIERS INTL GROUP INC396.4K$37.2M9.6%
TFIITFI INTERNATIONAL INC254.6K$36.5M9.4%
EFXEQUIFAX INC205.3K$32.6M8.4%
QLYSQUALYS INC219.9K$30.2M7.8%
CRHCRH PLC265.7K$28.4M7.3%
ZDZIFF DAVIS INC453.5K$23.7M6.1%
TMOTHERMO FISHER SCIENTIFIC INC39.0K$19.5M5.0%
DAVAENDAVA PLC2.4M$6.7M1.7%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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