Cdam as of Dec. 31, 2021
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endava Ads (DAVA) | 11.2 | $94M | 558k | 167.92 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 10.5 | $88M | 591k | 148.65 | |
| Qualys (QLYS) | 10.5 | $88M | 639k | 137.22 | |
| Anthem (ELV) | 9.6 | $80M | 173k | 463.54 | |
| Open Text Corp (OTEX) | 8.4 | $71M | 1.5M | 47.48 | |
| Western Digital (WDC) | 8.0 | $67M | 1.0M | 65.21 | |
| Lgi Homes (LGIH) | 7.8 | $65M | 419k | 154.48 | |
| Ihs Markit SHS | 7.7 | $64M | 481k | 132.92 | |
| J Global (ZD) | 7.6 | $63M | 571k | 110.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $59M | 20k | 2897.06 | |
| Arko Corp (ARKO) | 6.1 | $51M | 5.8M | 8.77 | |
| Echostar Corp Cl A (SATS) | 5.5 | $46M | 1.7M | 26.35 |
