Institutions / CDAM (UK) Ltd
CDAM (UK) Ltd
CIK 1719387 · Institution · as of Dec 31, 2025
Portfolio value
$549.90M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Crh Public Ltd Co | $68.18M | 12.4% |
| Core & Main, Inc. | $66.34M | 12.1% |
| Open Text Corporation | $65.72M | 12.0% |
| CIGI US Equity | $61.99M | 11.3% |
| Veeva Systems Inc | $52.00M | 9.5% |
| Qualys Inc | $51.39M | 9.3% |
| Ziff Davis Inc | $47.56M | 8.6% |
| ServiceNow Inc | $44.40M | 8.1% |
| TFII US Equity | $41.56M | 7.6% |
| LGI Homes Inc | $31.93M | 5.8% |
| Endava plc | $18.83M | 3.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.