13F HOLDINGS REPORT
CDAM (UK) Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001719387-25-000008
Total Value
$601.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CNM US Equity | CNM | 1,393,293 | $84.1M | 13.98% |
| 2 | CIGI US Equity | 194693107 | 590,527 | $77.1M | 12.82% |
| 3 | VEEV US Equity | VEEV | 245,332 | $70.7M | 11.75% |
| 4 | OTEX US Equity | OTEX | 2,179,829 | $63.7M | 10.59% |
| 5 | QLYS US Equity | QLYS | 399,935 | $57.1M | 9.50% |
| 6 | CRH US Equity | CRH | 621,082 | $57.0M | 9.48% |
| 7 | ZD US Equity | ZD | 1,433,418 | $43.4M | 7.22% |
| 8 | NOW US Equity | NOW | 41,322 | $42.5M | 7.07% |
| 9 | LGIH US Equity | LGIH | 713,413 | $36.8M | 6.11% |
| 10 | TFII US Equity | 87241L109 | 399,665 | $35.8M | 5.96% |
| 11 | DAVA US Equity | DAVA | 2,167,932 | $33.2M | 5.52% |