CDAM (UK) Ltd Buys Instructure Inc, LGI Homes Inc, Western Digital Corp, Sells Apollo Global Management LLC

May 14, 2019

Investment company CDAM (UK) Ltd buys Instructure Inc, LGI Homes Inc, Western Digital Corp, sells Apollo Global Management LLC during the 3-months ended 2019Q1, according to the most recent filings of the investment company, CDAM (UK) Ltd. As of 2019Q1, CDAM (UK) Ltd owns 14 stocks with a total value of $526 million. These are the details of the buys and sells.

Added Positions: INST, LGIH, WDC, EAF, UPLD,
Reduced Positions: C, ATH, GOOGL, OTEX, HTH, PFPT, SRG, CDEV,
Sold Out: APO,

For the details of CDAM (UK) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/cdam+%28uk%29+ltd/current-portfolio/portfolio

These are the top 5 holdings of CDAM (UK) Ltd

Open Text Corp (OTEX) - 1,733,813 shares, 12.66% of the total portfolio. Shares reduced by 2.68%
Alphabet Inc (GOOGL) - 47,674 shares, 10.66% of the total portfolio. Shares reduced by 3.34%
Athene Holding Ltd (ATH) - 1,291,296 shares, 10.01% of the total portfolio. Shares reduced by 3.45%
EchoStar Corp (SATS) - 1,387,067 shares, 9.60% of the total portfolio. Shares reduced by 0.99%
Hilltop Holdings Inc (HTH) - 2,263,894 shares, 7.85% of the total portfolio. Shares reduced by 3.07%

Added: Instructure Inc (INST)

CDAM (UK) Ltd added to a holding in Instructure Inc by 56.27%. The purchase prices were between $36.91 and $47.12, with an estimated average price of $41.88. The stock is now traded at around $41.25. The impact to a portfolio due to this purchase was 1.86%. The holding were 576,313 shares as of .

Added: LGI Homes Inc (LGIH)

CDAM (UK) Ltd added to a holding in LGI Homes Inc by 67.36%. The purchase prices were between $45.22 and $63.55, with an estimated average price of $57.72. The stock is now traded at around $69.48. The impact to a portfolio due to this purchase was 1.45%. The holding were 314,335 shares as of .

Added: Western Digital Corp (WDC)

CDAM (UK) Ltd added to a holding in Western Digital Corp by 23.80%. The purchase prices were between $35.65 and $52.61, with an estimated average price of $45.1. The stock is now traded at around $43.89. The impact to a portfolio due to this purchase was 1.06%. The holding were 601,297 shares as of .

Sold Out: Apollo Global Management LLC (APO)

CDAM (UK) Ltd sold out a holding in Apollo Global Management LLC. The sale prices were between $23.88 and $30.61, with an estimated average price of $28.4.

Here is the complete portfolio of CDAM (UK) Ltd. Also check out:

1. CDAM (UK) Ltd's Undervalued Stocks
2. CDAM (UK) Ltd's Top Growth Companies, and
3. CDAM (UK) Ltd's High Yield stocks
4. Stocks that CDAM (UK) Ltd keeps buying

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