Holdings
CDAM (UK) Ltd
As of Jun 30, 2026, CDAM (UK) Ltd reported 10 positions worth US$352M. Largest: Core & Main, Inc., Lgi Homes, Inc. and Servicenow, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Core & Main, Inc. | 1.02M | US$49.1M | −245K | Jun 30, 2026 |
| Lgi Homes, Inc. | 725K | US$46.2M | −175K | Jun 30, 2026 |
| Servicenow, Inc. | 395K | US$39.3M | −38,302 | Jun 30, 2026 |
| Veeva Systems Inc. | 213K | US$37.8M | −52,006 | Jun 30, 2026 |
| Colliers International Group Inc. | 396K | US$37.2M | −95,602 | Jun 30, 2026 |
| Tfi International Inc. | 255K | US$36.5M | −140K | Jun 30, 2026 |
| Equifax, Inc. | 205K | US$32.6M | +56,818 | Jun 30, 2026 |
| Qualys, Inc. | 220K | US$30.2M | −249K | Jun 30, 2026 |
| Ziff Davis, Inc. | 454K | US$23.7M | −110K | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 38,960 | US$19.5M | new | Jun 30, 2026 |