§ 13F · FUND PROFILE
CDAM (UK) Ltd.
AUM · $387M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | 1.02M | $49M | 12.7% | −19% |
| 2 | LGIH | LGI HOMES INC | 725K | $46M | 11.9% | −19% |
| 3 | NOW | SERVICENOW INC | 395K | $39M | 10.1% | −9% |
| 4 | VEEV | VEEVA SYS INC | 213K | $38M | 9.8% | −20% |
| 5 | CIGI | COLLIERS INTL GROUP INC | 396K | $37M | 9.6% | −19% |
| 6 | TFII | TFI INTERNATIONAL INC | 255K | $37M | 9.4% | −35% |
| 7 | EFX | EQUIFAX INC | 205K | $33M | 8.4% | +38% |
| 8 | QLYS | QUALYS INC | 220K | $30M | 7.8% | −53% |
| 9 | CRH | CRH PLC | 266K | $28M | 7.3% | −54% |
| 10 | ZD | ZIFF DAVIS INC | 454K | $24M | 6.1% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CDAM SIGNAL
AC read
CDAM (UK) Ltd is a Other fund managing $387 million in assets. The fund runs a focused portfolio of just 12 positions.
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