Institutional Fund
Cdam (Uk) Ltd
London, United KingdomCIK 17193875 filings on record
Portfolio Value
$450.93M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-18.0%
from $549.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Core & Main Inc13.8%
- Crh PLC13.5%
- Colliers Intl Group Inc11.7%
- Veeva Sys Inc10.3%
- Servicenow Inc10.1%
- Tfi Intl Inc9.5%
- Other31.1%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Core & Main Inc | 1.26M | $62.40M | 13.8% | −13.3K | Reduced |
| 2 | Crh PLC | 579.5K | $60.92M | 13.5% | +33.2K | Added |
| 3 | Colliers Intl Group Inc | 492.0K | $52.59M | 11.7% | +70.3K | Added |
| 4 | Veeva Sys Inc | 265.3K | $46.59M | 10.3% | +32.3K | Added |
| 5 | Servicenow Inc | 433.8K | $45.35M | 10.1% | +143.9K | Added |
| 6 | Tfi Intl Inc | 394.6K | $42.86M | 9.5% | −7.6K | Reduced |
| 7 | Qualys Inc | 469.0K | $41.20M | 9.1% | +82.4K | Added |
| 8 | Lgi Homes Inc | 900.2K | $35.59M | 7.9% | +157.1K | Added |
| 9 | Equifax Inc | 148.5K | $26.73M | 5.9% | +148.5K | New |
| 10 | Ziff Davis Inc | 563.7K | $23.65M | 5.2% | −789.4K | Reduced |
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