13F HOLDINGS REPORT
CDAM (UK) Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001719387-25-000010
Total Value
$554.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OTEX US Equity | OTEX | 2,003,255 | $74.9M | 13.51% |
| 2 | VEEV US Equity | VEEV | 227,982 | $67.9M | 12.25% |
| 3 | CRH US Equity | CRH | 546,432 | $65.5M | 11.82% |
| 4 | CIGI US Equity | 194693107 | 418,395 | $65.4M | 11.79% |
| 5 | CNM US Equity | CNM | 1,162,742 | $62.6M | 11.29% |
| 6 | ZD US Equity | ZD | 1,268,718 | $48.3M | 8.72% |
| 7 | QLYS US Equity | QLYS | 353,710 | $46.8M | 8.44% |
| 8 | TFII US Equity | 87241L109 | 389,321 | $34.3M | 6.18% |
| 9 | NOW US Equity | NOW | 37,170 | $34.2M | 6.17% |
| 10 | LGIH US Equity | LGIH | 644,063 | $33.3M | 6.01% |
| 11 | DAVA US Equity | DAVA | 2,324,580 | $21.2M | 3.82% |