CDAM (UK) Ltd — 13F holdings

CDAM (UK) Ltd reported 12 holdings worth $387M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CNM CORE & MAIN INC — $49.1M (12.7%)
2. LGIH LGI HOMES INC — $46.2M (11.9%)
3. NOW ServiceNow Inc — $39.3M (10.1%)
4. VEEV VEEVA SYS INC — $37.8M (9.8%)
5. CIGI COLLIERS INTL GROUP INC — $37.2M (9.6%)
6. TFII TFI INTL INC — $36.5M (9.4%)
7. EFX EQUIFAX INC — $32.6M (8.4%)
8. QLYS QUALYS INC — $30.2M (7.8%)
9. CRH CRH PLC — $28.4M (7.3%)
10. ZD ZIFF DAVIS INC — $23.7M (6.1%)