Cdam as of March 31, 2022
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 12.3 | $94M | 659k | 142.41 | |
| Anthem (ELV) | 11.9 | $91M | 184k | 491.22 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 10.3 | $79M | 604k | 130.40 | |
| Endava Ads (DAVA) | 9.7 | $74M | 557k | 133.03 | |
| Open Text Corp (OTEX) | 8.3 | $63M | 1.5M | 42.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $61M | 22k | 2781.37 | |
| J Global (ZD) | 7.7 | $59M | 607k | 96.78 | |
| S&p Global (SPGI) | 7.3 | $56M | 137k | 410.17 | |
| Arko Corp (ARKO) | 7.0 | $53M | 5.8M | 9.10 | |
| Western Digital (WDC) | 6.7 | $51M | 1.0M | 49.65 | |
| Echostar Corp Cl A (SATS) | 5.6 | $43M | 1.7M | 24.34 | |
| Lgi Homes (LGIH) | 5.4 | $41M | 419k | 97.68 |
