§ 13F · FUND PROFILE
CDAM (UK) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $601M (13F)Positions · 11Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | 1.26M | $62M | 13.8% | −1% |
| 2 | CRH | CRH PLC | 579K | $61M | 13.5% | +6% |
| 3 | CIGI | COLLIERS INTL GROUP INC | 492K | $53M | 11.7% | +17% |
| 4 | VEEV | VEEVA SYS INC | 265K | $47M | 10.3% | +14% |
| 5 | NOW | SERVICENOW INC | 434K | $45M | 10.1% | +50% |
| 6 | TFII | TRANSFORCE INC | 395K | $43M | 9.5% | −2% |
| 7 | QLYS | QUALYS INC | 469K | $41M | 9.1% | +21% |
| 8 | LGIH | LGI HOMES INC | 900K | $36M | 7.9% | +21% |
| 9 | EFX | EQUIFAX INC | 148K | $27M | 5.9% | NEW |
| 10 | ZD | ZIFF DAVIS INC | 564K | $24M | 5.2% | −58% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CDAM SIGNAL
AC read
CDAM (UK) Ltd is a Other fund managing $601 million in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed