StockDriftsStockDriftsTop 11 CDAM (UK) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | 13.84% | 1.26M | $62.4M | -1.04%(-13.34K) | $48.31(-0.57%) | 2026-03-31 | |
| CRH | CRH PLC | 13.51% | 579.5K | $60.9M | +6.08%(+33.19K) | $91.66(+17.42%) | 2026-03-31 | |
| CIGI | COLLIERS INTL GROUP INC | 11.66% | 492.0K | $52.6M | +16.68%(+70.33K) | $80.42(+16.54%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 10.33% | 265.3K | $46.6M | +13.86%(+32.29K) | $219.07(-28.67%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 10.06% | 433.8K | $45.3M | +49.66%(+143.94K) | $127.98(-29.29%) | 2026-03-31 | |
| TFII | TRANSFORCE INC | 9.51% | 394.6K | $42.9M | -1.88%(-7.58K) | $95.20(+49.95%) | 2026-03-31 | |
| QLYS | QUALYS INC | 9.14% | 469.0K | $41.2M | +21.30%(+82.35K) | $115.09(-24.64%) | 2026-03-31 | |
| LGIH | LGI HOMES INC | 7.89% | 900.2K | $35.6M | +21.14%(+157.08K) | $69.63(-37.21%) | 2026-03-31 | |
| EFX | EQUIFAX INC | 5.93% | 148.5K | $26.7M | new | $198.53(-20.55%) | 2026-03-31 | |
| ZD | ZIFF DAVIS INC | 5.25% | 563.7K | $23.7M | -58.34%(-789.35K) | $82.83(-50.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.22% | -0.67% |
| Top 20 Holdings Unweighted | +0.25% | +0.74% |
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