CDAM Ltd
CIK: 1719387
Exit Positions
0
Holdings (12)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 13, 2026
- CNM
CORE & MAIN INC
$49.11M
1.02M sh12.68%-19.4% - LGIH
LGI HOMES INC
$46.2M
725,470 sh11.93%-19.4% - NOW
SERVICENOW INC
$39.26M
395,457 sh10.13%-8.8% - VEEV
VEEVA SYS INC
$37.85M
213,248 sh9.77%-19.6% - CIGI
COLLIERS INTL GROUP INC
$37.18M
396,422 sh9.60%-19.4% - TFII
TFI INTERNATIONAL INC
$36.55M
254,560 sh9.43%-35.5% - EFX
EQUIFAX INC
$32.58M
205,288 sh8.41%+38.3% - QLYS
QUALYS INC
$30.23M
219,862 sh7.80%-53.1% - CRH
CRH PLC
$28.43M
265,665 sh7.34%-54.2% - ZD
ZIFF DAVIS INC
$23.75M
453,502 sh6.13%-19.5% - TMO
THERMO FISHER SCIENTIFIC INC
$19.53M
38,960 sh5.04%New - DAVA
ENDAVA PLC
$6.72M
2.37M sh1.73%-19.5%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 CNM CORE & MAIN INC | 1.02M | $49.11M | -19.4% | 12.68% | Q2 2026 |
 LGIH LGI HOMES INC | 725,470 | $46.2M | -19.4% | 11.93% | Q2 2026 |
 NOW SERVICENOW INC | 395,457 | $39.26M | -8.8% | 10.13% | Q2 2026 |
 VEEV VEEVA SYS INC | 213,248 | $37.85M | -19.6% | 9.77% | Q2 2026 |
 CIGI COLLIERS INTL GROUP INC | 396,422 | $37.18M | -19.4% | 9.60% | Q2 2026 |
 TFII TFI INTERNATIONAL INC | 254,560 | $36.55M | -35.5% | 9.43% | Q2 2026 |
 EFX EQUIFAX INC | 205,288 | $32.58M | +38.3% | 8.41% | Q2 2026 |
 QLYS QUALYS INC | 219,862 | $30.23M | -53.1% | 7.80% | Q2 2026 |
 CRH CRH PLC | 265,665 | $28.43M | -54.2% | 7.34% | Q2 2026 |
 ZD ZIFF DAVIS INC | 453,502 | $23.75M | -19.5% | 6.13% | Q2 2026 |
 TMO THERMO FISHER SCIENTIFIC INC | 38,960 | $19.53M | New | 5.04% | Q2 2026 |
 DAVA ENDAVA PLC | 2.37M | $6.72M | -19.5% | 1.73% | Q2 2026 |
1-12 of 12 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About CDAM Ltd
CDAM Ltd is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1719387). Signal8 holds 20 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 13, 2026. That report lists 12 securities, not counting options, up from 11 in Q1 2026.
Its five largest reported positions, in order, are CORE & MAIN INC (CNM), LGI HOMES INC (LGIH), SERVICENOW INC (NOW), VEEVA SYS INC (VEEV) and COLLIERS INTL GROUP INC (CIGI). The next five are TFI INTERNATIONAL INC (TFII), EQUIFAX INC (EFX), QUALYS INC (QLYS), CRH PLC (CRH) and ZIFF DAVIS INC (ZD).
Recent 13F filings by CDAM Ltd
- Q2 2026: 13F-HR filed Aug 13, 2026, listing 12 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 11 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 11 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 11 securities.
- Q2 2025: 13F-HR filed Aug 13, 2025, listing 11 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 11 securities.