CDAM (UK) Ltd reported 12 holdings worth US$387M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
CDAM (UK) Ltd reported 12 holdings worth US$387M as of Jun 30, 2026. Largest: Core & Main, Inc., Lgi Homes, Inc. and Servicenow, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$387M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Core & Main, Inc. | 1.02M | US$49.1M | 12.7% |
| Lgi Homes, Inc. | 725K | US$46.2M | 11.9% |
| Servicenow, Inc. | 395K | US$39.3M | 10.1% |
| Veeva Systems Inc. | 213K | US$37.8M | 9.8% |
| Colliers International Group Inc. | 396K | US$37.2M | 9.6% |
| Tfi International Inc. | 255K | US$36.5M | 9.4% |
| Equifax, Inc. | 205K | US$32.6M | 8.4% |
| Qualys, Inc. | 220K | US$30.2M | 7.8% |
| Ziff Davis, Inc. | 454K | US$23.7M | 6.1% |
| Thermo Fisher Scientific Inc | 38,960 | US$19.5M | 5.0% |