13F HOLDINGS REPORT
CDAM (UK) Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001719387-25-000006
Total Value
$618.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QLYS US Equity | QLYS | 611,533 | $77.0M | 12.46% |
| 2 | CIGI US Equity | 194693107 | 612,331 | $74.3M | 12.01% |
| 3 | CNM US Equity | CNM | 1,439,048 | $69.5M | 11.24% |
| 4 | VEEV US Equity | VEEV | 255,446 | $59.2M | 9.57% |
| 5 | OTEX US Equity | OTEX | 2,278,112 | $57.5M | 9.31% |
| 6 | ZD US Equity | ZD | 1,516,271 | $57.0M | 9.22% |
| 7 | CRH US Equity | CRH | 616,566 | $54.2M | 8.77% |
| 8 | LGIH US Equity | LGIH | 766,210 | $50.9M | 8.24% |
| 9 | DAVA US Equity | DAVA | 2,347,974 | $45.8M | 7.41% |
| 10 | NOW US Equity | NOW | 50,101 | $39.9M | 6.45% |
| 11 | TFII US Equity | 87241L109 | 424,707 | $32.9M | 5.32% |