Cdam as of March 31, 2021
Portfolio Holdings for Cdam
Cdam holds 13 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Upland Software (UPLD) | 10.1 | $76M | 1.6M | 47.19 | |
| Lgi Homes (LGIH) | 9.4 | $71M | 474k | 149.31 | |
| Open Text Corp (OTEX) | 9.4 | $71M | 1.5M | 47.71 | |
| Endava Ads (DAVA) | 9.1 | $69M | 820k | 84.12 | |
| Anthem (ELV) | 9.1 | $69M | 191k | 358.95 | |
| Proofpoint | 8.2 | $62M | 491k | 125.79 | |
| Western Digital (WDC) | 8.0 | $61M | 908k | 66.75 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 7.8 | $59M | 597k | 98.24 | |
| Qualys (QLYS) | 6.5 | $49M | 469k | 104.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $47M | 23k | 2062.50 | |
| Ihs Markit SHS | 6.2 | $47M | 485k | 96.78 | |
| Echostar Corp Cl A (SATS) | 5.6 | $43M | 1.8M | 24.00 | |
| Arko Corp (ARKO) | 4.4 | $33M | 3.4M | 9.94 |
