Holders — by stockHoldings — by fund
CDAM (UK) Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001719387
$387.4M
disclosed book value
12
positions
12.7%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CNMCORE & MAIN INC | 1.0M | $49.1M | 12.7% |
| 2 | LGIHLGI HOMES INC | 725,470 | $46.2M | 11.9% |
| 3 | NOWSERVICENOW INC | 395,457 | $39.3M | 10.1% |
| 4 | VEEVVEEVA SYS INC | 213,248 | $37.8M | 9.8% |
| 5 | CIGICOLLIERS INTL GROUP INC | 396,422 | $37.2M | 9.6% |
| 6 | TFIITFI INTERNATIONAL INC | 254,560 | $36.5M | 9.4% |
| 7 | EFXEQUIFAX INC | 205,288 | $32.6M | 8.4% |
| 8 | QLYSQUALYS INC | 219,862 | $30.2M | 7.8% |
| 9 | CRHCRH PLC | 265,665 | $28.4M | 7.3% |
| 10 | ZDZIFF DAVIS INC | 453,502 | $23.7M | 6.1% |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 38,960 | $19.5M | 5% |
| 12 | DAVAENDAVA PLC | 2.4M | $6.7M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.