Investor
CDAM (UK) Ltd
CIK 0001719387 · filed 2026-05-14 · SEC filing
13F book
$450.9M
Positions
11
1 new · 1 sold
Largest name
13.8%
Core & Main, Inc. · CNM
Est. mark
−$75.7M
Price effect on 10 names still held. Flow −$23.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Core & Main, Inc. | CNM | 1.26M | $62.4M | 13.8% | −$3.25M | Cut−$3.94M |
| Crh Plc | — | 579.5K | $60.9M | 13.5% | −$10.8M | Added−$7.26M |
| Colliers Intl Group Inc | — | 492K | $52.6M | 11.7% | −$16.9M | Added−$9.4M |
| Veeva Sys Inc | — | 265.3K | $46.6M | 10.3% | −$11.1M | Added−$5.41M |
| ServiceNow, Inc. | NOW | 433.8K | $45.3M | 10.1% | −$14.1M | Added$952K |
| Tfi Intl Inc | TFII | 394.6K | $42.9M | 9.5% | $2.08M | Cut$1.3M |
| Qualys, Inc. | QLYS | 469K | $41.2M | 9.1% | −$17.4M | Added−$10.2M |
| LGI Homes, Inc. | LGIH | 900.2K | $35.6M | 7.9% | −$2.55M | Added$3.66M |
| Equifax Inc | EFX | 148.5K | $26.7M | 5.9% | — | New |
| Ziff Davis, Inc. | ZD | 563.7K | $23.7M | 5.2% | $3.84M | Cut−$23.9M |
| Endava Plc | DAVA | 2.95M | $13M | 2.9% | −$5.6M | Cut−$5.79M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.