Cdam

Latest statistics and disclosures from Cdam's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CRH, CNM, OTEX, CIGI, VEEV, and represent 57.15% of Cdam's stock portfolio.
  • Added to shares of these 10 stocks: NOW (+$39M), CNM (+$5.9M), QLYS, LGIH, DAVA, ZD, TFII, VEEV, CIGI, OTEX.
  • Reduced shares in these 1 stock: CRH.
  • Cdam was a net buyer of stock by $64M.
  • Cdam has $550M in assets under management (AUM), dropping by -0.80%.
  • Central Index Key (CIK): 0001719387

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Portfolio Holdings for Cdam

Cdam holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Crh (CRH) 12.4 $68M 546k 124.80
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Core & Main (CNM) 12.1 $66M +9% 1.3M 51.97
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Open Text Corp (OTEX) 12.0 $66M 2.0M 32.58
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CIGI US Equity Sub Vtg Shs (CIGI) 11.3 $62M 422k 147.01
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Veeva Sys Inc cl a (VEEV) 9.5 $52M +2% 233k 223.23
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Qualys (QLYS) 9.3 $51M +9% 387k 132.90
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J Global (ZD) 8.6 $48M +6% 1.4M 35.15
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Servicenow (NOW) 8.1 $44M +679% 290k 153.19
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Tfii Cn (TFII) 7.6 $42M +3% 402k 103.35
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Lgi Homes (LGIH) 5.8 $32M +15% 743k 42.96
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DAVA US Equity Ads (DAVA) 3.4 $19M +28% 3.0M 6.32
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Past Filings by Cdam

SEC 13F filings are viewable for Cdam going back to 2017

View all past filings