CDAM (UK) Ltd 13F Holdings · Q2 2026
CDAM (UK) Ltd reported 12 securities worth $387.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CNM (12.68%), LGIH (11.93%), NOW (10.13%). Among its top 25 positions this quarter: 1 new, 1 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | $49.1M | 12.68% | 1.0M | Trimmed |
| 2 | LGIH | LGI HOMES INC | $46.2M | 11.93% | 725,470 | Trimmed |
| 3 | NOW | SERVICENOW INC | $39.3M | 10.13% | 395,457 | Trimmed |
| 4 | VEEV | VEEVA SYS INC | $37.8M | 9.77% | 213,248 | Trimmed |
| 5 | CIGI | COLLIERS INTL GROUP INC | $37.2M | 9.60% | 396,422 | Trimmed |
| 6 | TFII | TFI INTERNATIONAL INC | $36.5M | 9.43% | 254,560 | Trimmed |
| 7 | EFX | EQUIFAX INC | $32.6M | 8.41% | 205,288 | Added |
| 8 | QLYS | QUALYS INC | $30.2M | 7.80% | 219,862 | Trimmed |
| 9 | CRH | CRH PLC | $28.4M | 7.34% | 265,665 | Trimmed |
| 10 | ZD | ZIFF DAVIS INC | $23.7M | 6.13% | 453,502 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $19.5M | 5.04% | 38,960 | New |
| 12 | DAVA | ENDAVA PLC | $6.7M | 1.73% | 2.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR