Investor
CDAM (UK) Ltd
CIK 0001719387 · filed 2026-02-13 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Crh Plc | — | 546.3K | $68.2M | 12.4% | — | Held |
| Core & Main, Inc. | CNM | 1.28M | $66.3M | 12.1% | — | Held |
| Open Text Corp | OTEX | 2.02M | $65.7M | 12.0% | — | Held |
| Colliers Intl Group Inc | — | 421.7K | $62M | 11.3% | — | Held |
| Veeva Sys Inc | — | 233K | $52M | 9.5% | — | Held |
| Qualys, Inc. | QLYS | 386.6K | $51.4M | 9.3% | — | Held |
| Ziff Davis, Inc. | ZD | 1.35M | $47.6M | 8.6% | — | Held |
| ServiceNow, Inc. | NOW | 289.8K | $44.4M | 8.1% | — | Held |
| Tfi Intl Inc | TFII | 402.1K | $41.6M | 7.6% | — | Held |
| LGI Homes, Inc. | LGIH | 743.2K | $31.9M | 5.8% | — | Held |
| Endava Plc | DAVA | 2.98M | $18.8M | 3.4% | — | Held |
Positions as of Q4 2025. 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.