Cdam (Uk) Ltd Portfolio Stock Holdings
Cdam (Uk) Ltd disclosed 11 stock positions valued at approximately $450.9 million in its latest SEC 13F filing. The largest holdings include CORE & MAIN INC, CRH PLC, and COLLIERS INTL GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $450.9M
Holdings by Sector
Cdam (Uk) Ltd Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CORE & MAIN INC | CNM | Industrials | 13.84% | 1,263,247 | -13,335 | -1.04% | $62,404,401 |
| CRH PLC | CRH | Other | 13.51% | 579,495 | +33,193 | +6.08% | $60,916,515 |
| COLLIERS INTL GROUP INC | CIGI | Real Estate | 11.66% | 492,024 | +70,329 | +16.68% | $52,592,445 |
| VEEVA SYS INC | VEEV | Healthcare | 10.33% | 265,254 | +32,292 | +13.86% | $46,594,518 |
| SERVICENOW INC | NOW | Technology | 10.06% | 433,759 | +143,939 | +49.66% | $45,349,503 |
| TRANSFORCE INC | TFII | Industrials | 9.51% | 394,559 | -7,576 | -1.88% | $42,860,944 |
| QUALYS INC | QLYS | Technology | 9.14% | 469,001 | +82,351 | +21.30% | $41,201,738 |
| LGI HOMES INC | LGIH | Consumer Cyclical | 7.89% | 900,231 | +157,078 | +21.14% | $35,586,131 |
| EQUIFAX INC | EFX | Industrials | 5.93% | 148,470 | +148,470 | +100.00% | $26,734,993 |
| ZIFF DAVIS INC | ZD | Communication Services | 5.25% | 563,667 | -789,351 | -58.34% | $23,651,467 |
| ENDAVA PLC | DAVA | Technology | 2.89% | 2,949,572 | -30,086 | -1.01% | $13,037,108 |