CDAM (UK) Ltd
Net seller this quarter
$387M
12
-$112M
93.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CNM | $49.1M | 12.68% | Not reported | -19.4% | Q1 2024 |
 LGIH | $46.2M | 11.93% | 3.12% | -19.4% | Q4 2018 |
 NOW | $39.3M | 10.13% | 0.04% | -8.8% | Q1 2020 |
 VEEV | $37.8M | 9.77% | 0.13% | -19.6% | Q1 2025 |
 CIGI | $37.2M | 9.60% | 0.99% | -19.4% | Q1 2020 |
 TFII | $36.5M | 9.43% | 0.30% | -35.5% | Q3 2022 |
 EFX | $32.6M | 8.41% | 0.17% | +38.3% | Q1 2026 |
 QLYS | $30.2M | 7.80% | 0.63% | -53.1% | Q1 2020 |
 CRH | $28.4M | 7.34% | 0.04% | -54.2% | Q1 2025 |
 ZD | $23.7M | 6.13% | 1.30% | -19.5% | Q3 2021 |
 TMO | $19.5M | 5.04% | 0.01% | New | Q2 2026 |
 DAVA | $6.72M | 1.73% | 4.26% | -19.5% | Q2 2019 |
| Q1 2026 | |||||
| CNM | $62.4M | 13.84% | Not reported | -1.0% | Q1 2024 |
| CRH | $60.9M | 13.51% | 0.08% | +6.1% | Q1 2025 |
| CIGI | $52.6M | 11.66% | 1.22% | +16.7% | Q1 2020 |
| VEEV | $46.6M | 10.33% | 0.16% | +13.9% | Q1 2025 |
| NOW | $45.3M | 10.06% | 0.04% | +49.7% | Q1 2020 |
| TFII | $42.9M | 9.51% | 0.47% | -1.9% | Q3 2022 |
| QLYS | $41.2M | 9.14% | 1.33% | +21.3% | Q1 2020 |
| LGIH | $35.6M | 7.89% | 3.87% | +21.1% | Q4 2018 |
| EFX | $26.7M | 5.93% | 0.12% | New | Q1 2026 |
| ZD | $23.7M | 5.25% | 1.51% | -58.3% | Q3 2021 |
| DAVA | $13M | 2.89% | 5.29% | -1.0% | Q2 2019 |
| Q4 2025 | |||||
| CRH | $68.2M | 12.40% | 0.08% | 0.0% | Q1 2025 |
| CNM | $66.3M | 12.06% | Not reported | +9.8% | Q1 2024 |
 OTEX | $65.7M | 11.95% | 0.80% | +0.7% | Q4 2017 |
| CIGI | $62M | 11.27% | 1.05% | +0.8% | Q1 2020 |
| VEEV | $52M | 9.46% | 0.14% | +2.2% | Q1 2025 |
| QLYS | $51.4M | 9.34% | 1.08% | +9.3% | Q1 2020 |
| ZD | $47.6M | 8.65% | 3.53% | +6.6% | Q3 2021 |
| NOW | $44.4M | 8.07% | 0.03% | +55.9% | Q1 2020 |
| TFII | $41.6M | 7.56% | 0.48% | +3.3% | Q3 2022 |
| LGIH | $31.9M | 5.81% | 3.21% | +15.4% | Q4 2018 |
| DAVA | $18.8M | 3.42% | 5.35% | +28.2% | Q2 2019 |
| Q3 2025 | |||||
| OTEX | $74.9M | 13.51% | 0.80% | -8.1% | Q4 2017 |
| VEEV | $67.9M | 12.25% | 0.14% | -7.1% | Q1 2025 |
| CRH | $65.5M | 11.82% | 0.08% | -12.0% | Q1 2025 |
| CIGI | $65.4M | 11.79% | 1.04% | -29.2% | Q1 2020 |
| CNM | $62.6M | 11.29% | Not reported | -16.6% | Q1 2024 |
| ZD | $48.3M | 8.72% | 3.17% | -11.5% | Q3 2021 |
| QLYS | $46.8M | 8.44% | 0.99% | -11.6% | Q1 2020 |
| TFII | $34.3M | 6.18% | 0.46% | -2.6% | Q3 2022 |
| NOW | $34.2M | 6.17% | 0.02% | -10.1% | Q1 2020 |
| LGIH | $33.3M | 6.01% | 2.79% | -9.7% | Q4 2018 |
| DAVA | $21.2M | 3.82% | 4.17% | +7.2% | Q2 2019 |