StockDriftsStockDriftsTop 12 Cdam (uk) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | 12.68% | 1.02M | $49.1M | -19.43%(-245.47K) | $48.31(-6.14%) | 2026-06-30 | |
| LGIH | LGI HOMES INC | 11.93% | 725.5K | $46.2M | -19.41%(-174.76K) | $69.63(-15.78%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 10.13% | 395.5K | $39.3M | -8.83%(-38.30K) | $127.98(-6.82%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 9.77% | 213.2K | $37.8M | -19.61%(-52.01K) | $219.07(+11.27%) | 2026-06-30 | |
| CIGI | COLLIERS INTL GROUP INC | 9.6% | 396.4K | $37.2M | -19.43%(-95.60K) | $80.42(+31.07%) | 2026-06-30 | |
| TFII | TFI INTERNATIONAL INC | 9.43% | 254.6K | $36.5M | -35.48%(-140.00K) | $95.20(+52.95%) | 2026-06-30 | |
| EFX | EQUIFAX INC | 8.41% | 205.3K | $32.6M | +38.27%(+56.82K) | $190.09(-4.86%) | 2026-06-30 | |
| QLYS | QUALYS INC | 7.8% | 219.9K | $30.2M | -53.12%(-249.14K) | $115.09(+70.19%) | 2026-06-30 | |
| CRH | CRH PLC | 7.34% | 265.7K | $28.4M | -54.16%(-313.83K) | $91.66(+4.70%) | 2026-06-30 | |
| ZD | ZIFF DAVIS INC | 6.13% | 453.5K | $23.7M | -19.54%(-110.17K) | $82.83(-33.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -6.84% | -19.14% | -7.49% | -32.24% |
| Top 20 Holdings Unweighted | -6.54% | -18.37% | -7.50% | -32.27% |
Cdam (uk) LTD reports $387.38M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are CNM (12.7%), LGIH (11.9%) and NOW (10.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -19.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cdam (uk) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1719387). View Cdam (uk) LTD’s 13F filings on SEC