Cdam as of Dec. 31, 2022
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J Global (ZD) | 10.6 | $67M | 847k | 79.10 | |
| Endava Ads (DAVA) | 10.3 | $65M | 849k | 76.50 | |
| Servicenow (NOW) | 10.1 | $64M | 164k | 388.27 | |
| Qualys (QLYS) | 9.7 | $61M | 542k | 112.23 | |
| Lgi Homes (LGIH) | 9.0 | $57M | 611k | 92.60 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 8.8 | $55M | 602k | 92.04 | |
| Western Digital (WDC) | 8.1 | $51M | 1.6M | 31.55 | |
| Tfii Cn (TFII) | 7.8 | $49M | 489k | 100.24 | |
| S&p Global (SPGI) | 7.2 | $46M | 136k | 334.94 | |
| Open Text Corp (OTEX) | 7.0 | $44M | 1.5M | 29.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $39M | 437k | 88.23 | |
| Arko Corp (ARKO) | 5.3 | $34M | 3.9M | 8.66 |
