CU

CDAM (UK) Ltd

13F
CDAM (UK) Ltd
Last update 2025-05-14 11 Stocks (2 new)
Value $618.00 Mil Turnover 19 %
Countries:
CDAM (UK) Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QLYS
Qualys Inc
611,533
77,010.4
-0.04%
12.460
-0.01%
1.680
+15.49%
-0.65%
5,060.6
Software
CIGI
Colliers International Group Inc
612,331
74,275.8
-0.08%
12.010
-0.01%
1.210
+21.42%
+1.85%
6,987.0
Real Estate
CNM
Core & Main Inc
1,439,048
69,520.4
-0.04%
11.240
0%
0.760
+25.00%
+21.78%
11,758.6
Industrial Distribution
VEEV
Veeva Systems Inc
255,446
59,169.0
New Holding
9.570
+9.57%
0.160
+30.72%
+34.26%
46,129.7
Healthcare Providers & Services
OTEX
Open Text Corp
2,278,112
57,545.1
-0.05%
9.310
0%
0.880
+12.60%
+2.47%
7,369.9
Software
ZD
Ziff Davis Inc
1,516,271
56,981.5
+1.57%
9.220
+0.14%
3.600
-0.49%
-44.18%
1,276.5
Media - Diversified
CRH
CRH PLC
616,566
54,239.3
New Holding
8.770
+8.77%
0.090
+11.42%
+2.46%
63,294.5
Building Materials
LGIH
LGI Homes Inc
766,210
50,930.0
+4.40%
8.240
+0.35%
3.270
-9.75%
-43.19%
1,188.7
Homebuilding & Construction
DAVA
Endava PLC
2,347,974
45,809.0
-0.03%
7.410
0%
3.950
-20.64%
-56.08%
806.7
Software
NOW
ServiceNow Inc
50,101
39,887.4
-16.92%
6.450
-1.62%
0.020
+24.77%
-9.12%
199,570.2
Software

CDAM (UK) Ltd's Historical Top Holdings Breakdowns

CDAM (UK) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEEV
Veeva Systems Inc
2025-03-31
New Buy
New Buy
+9.57%
210.58 ($228.51) 246.8
$282.29
23.54%
New holding
255,446
255,446
CRH
CRH PLC
2025-03-31
New Buy
New Buy
+8.77%
87.97 ($98.34) 110.51
$94.06
-4.35%
New holding
616,566
616,566
ELV
Elevance Health Inc
2025-03-31
Sold Out
Sold Out
-3.72%
365.83 ($401.43) 436.25
$277.09
-30.97%
Sold Out
0
-67,141
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-1.62%
783.83 ($963.73) 1170.39
$963.40
-0.03%
Reduce -16.92%
50,101
-10,200
TFII
TFI International Inc
2025-03-31
Add
Add
+0.55%
76.98 ($110.65) 140.13
$88.23
-20.26%
Add 11.44%
424,707
43,605
LGIH
LGI Homes Inc
2025-03-31
Add
Add
+0.35%
65.73 ($80.78) 93.93
$50.79
-37.13%
Add 4.4%
766,210
32,267
ZD
Ziff Davis Inc
2025-03-31
Add
Add
+0.14%
37.58 ($47.96) 55.5
$30.33
-36.76%
Add 1.57%
1,516,271
23,411
CIGI
Colliers International Group Inc
2025-03-31
Reduce
Reduce
-0.01%
118.9 ($131.06) 145.92
$138.33
5.55%
Reduce -0.08%
612,331
-500
QLYS
Qualys Inc
2025-03-31
Reduce
Reduce
-0.01%
121.57 ($135.24) 147.7
$139.31
3.01%
Reduce -0.04%
611,533
-260
CNM
Core & Main Inc
2025-03-31
Reduce
Reduce
0%
46.27 ($51.82) 57.26
$62.00
19.64%
Reduce -0.04%
1,439,048
-620

CDAM (UK) Ltd Total Holding History ($B)

To

CDAM (UK) Ltd's Asset Allocation

To

CDAM (UK) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CDAM (UK) Ltd's Hypothetical Growth since 2025-03-31

CDAM (UK) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

CDAM (UK) Ltd's Holdings Heat Map

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CDAM (UK) Ltd's Holdings Bubble Chart

CDAM (UK) Ltd News

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