CDAM (UK) Ltd: 13F holdings
CIK 17193872026Q2
| Positions | 12 |
|---|
| Reported value | $387.4m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 12 (+1 vs prior quarter) |
|---|
| Reported value | $387.4m (-14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CNM CORE & MAIN INC | 1,017,772 | $49.1m | 12.7% |
| LGIH LGI HOMES INC | 725,470 | $46.2m | 11.9% |
| NOW SERVICENOW INC | 395,457 | $39.3m | 10.1% |
| VEEV VEEVA SYS INC | 213,248 | $37.8m | 9.8% |
| CIGI COLLIERS INTL GROUP INC | 396,422 | $37.2m | 9.6% |
| TFII TFI INTERNATIONAL INC | 254,560 | $36.5m | 9.4% |
| EFX EQUIFAX INC | 205,288 | $32.6m | 8.4% |
| QLYS QUALYS INC | 219,862 | $30.2m | 7.8% |
| CRH PLC | 265,665 | $28.4m | 7.3% |
| ZD ZIFF DAVIS INC | 453,502 | $23.7m | 6.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1719387")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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