CDAM (UK) Ltd
CDAM (UK) Ltd reported 12 positions worth $387.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CNM (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CNM | SH | $49.1M | 12.68% | 1,017,772 | — | — | |
| ▸ 2 | LGIH | SH | $46.2M | 11.93% | 725,470 | — | — | |
| ▸ 3 | NOW | SH | $39.3M | 10.13% | 395,457 | — | — | |
| ▸ 4 | VEEV | SH | $37.8M | 9.77% | 213,248 | — | — | |
| ▸ 5 | CIGI | SH | $37.2M | 9.60% | 396,422 | — | — | |
| ▸ 6 | TFII | SH | $36.5M | 9.43% | 254,560 | — | — | |
| ▸ 7 | EFX | SH | $32.6M | 8.41% | 205,288 | — | — | |
| ▸ 8 | QLYS | SH | $30.2M | 7.80% | 219,862 | — | — | |
| ▸ 9 | CRH | SH | $28.4M | 7.34% | 265,665 | — | — | |
| ▸ 10 | ZD | SH | $23.7M | 6.13% | 453,502 | — | — |
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Frequently Asked Questions
What stocks does CDAM (UK) Ltd hold as of Q2 2026?
CDAM (UK) Ltd reported 12 positions worth $387.4M in its Q2 2026 13F filing. Largest positions: CNM (12.7%), LGIH (11.9%), NOW (10.1%), VEEV (9.8%) and CIGI (9.6%).
What did CDAM (UK) Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CDAM (UK) Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.