Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CDAM (UK) Ltd (CIK 1719387) reported $450.9M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CNM ($62.4M, 13.84%), CRH ($60.9M, 13.51%), CIGI ($52.6M, 11.66%), VEEV ($46.6M, 10.33%), NOW ($45.3M, 10.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | $62.4M | 13.84% | 1.3M | Trimmed |
| 2 | CRH | CRH PLC | $60.9M | 13.51% | 579,495 | Added |
| 3 | CIGI | COLLIERS INTL GROUP INC | $52.6M | 11.66% | 492,024 | Added |
| 4 | VEEV | VEEVA SYS INC | $46.6M | 10.33% | 265,254 | Added |
| 5 | NOW | SERVICENOW INC | $45.3M | 10.06% | 433,759 | Added |
| 6 | TFII | TRANSFORCE INC | $42.9M | 9.51% | 394,559 | Trimmed |
| 7 | QLYS | QUALYS INC | $41.2M | 9.14% | 469,001 | Added |
| 8 | LGIH | LGI HOMES INC | $35.6M | 7.89% | 900,231 | Added |
| 9 | EFX | EQUIFAX INC | $26.7M | 5.93% | 148,470 | New |
| 10 | ZD | ZIFF DAVIS INC | $23.7M | 5.25% | 563,667 | Trimmed |
| 11 | DAVA | ENDAVA PLC | $13.0M | 2.89% | 2.9M | Trimmed |
| 12 | OTEX | OTEX US Equity | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31