account_balance
Investment manager · 13F filer · SEC CIK 1719387
CDAM (UK) Ltd
Reported value$387Mas of Jun 30, 2026
Positions12 1 new, 0 sold out
Top 10 weight93.2%CNM alone is 13%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
CNMCore & Main Inc
12.7%Trimmed −19%
LGIHLgi Homes Inc
11.9%Trimmed −19%
NOWServicenow Inc
10.1%Trimmed −9%
VEEVVeeva Sys Inc
9.8%Trimmed −20%
CIGIColliers Intl Group Inc
9.6%Trimmed −19%
TFIITfi International Inc
9.4%Trimmed −35%
EFXEquifax Inc
8.4%Added +38%
QLYSQualys Inc
7.8%Trimmed −53%
CRHCRH PLC
7.3%Trimmed −54%
ZDZiff Davis Inc
6.1%Trimmed −20%
TMOThermo Fisher Scientific Inc
5.0%New
DAVA1.7%CNMCore & Main Inc
12.7%Trimmed −19%
LGIHLgi Homes Inc
11.9%Trimmed −19%
NOW10.1%VEEV9.8%CIGI9.6%TFIITfi International Inc
9.4%Trimmed −35%
EFXEquifax Inc
8.4%Added +38%
QLYS7.8%CRH7.3%ZD6.1%TMO5.0%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CNM Core & Main Inc 12.7% Trimmed −19%LGIH Lgi Homes Inc 11.9% Trimmed −19%NOW Servicenow Inc 10.1% Trimmed −9%VEEV Veeva Sys Inc 9.8% Trimmed −20%CIGI Colliers Intl Group Inc 9.6% Trimmed −19%TFII Tfi International Inc 9.4% Trimmed −35%EFX Equifax Inc 8.4% Added +38%QLYS Qualys Inc 7.8% Trimmed −53%CRH CRH PLC 7.3% Trimmed −54%ZD Ziff Davis Inc 6.1% Trimmed −20%TMO Thermo Fisher Scientific Inc 5.0% NewDAVA Endava PLC 1.7% Trimmed −19%
What changed