Cdam

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

  • Top 5 stock holdings are CNM, CRH, CIGI, VEEV, NOW, and represent 59.40% of Cdam's stock portfolio.
  • Added to shares of these 7 stocks: EFX (+$27M), NOW (+$15M), CIGI (+$7.5M), QLYS (+$7.2M), LGIH (+$6.2M), VEEV (+$5.7M), CRH.
  • Started 1 new stock position in EFX.
  • Reduced shares in these 5 stocks: OTEX (-$66M), ZD (-$33M), TFII, CNM, DAVA.
  • Sold out of its position in OTEX.
  • Cdam was a net seller of stock by $-29M.
  • Cdam has $451M in assets under management (AUM), dropping by -18.00%.
  • Central Index Key (CIK): 0001719387

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Portfolio Holdings for Cdam

Cdam holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Core & Main Cl A (CNM) 13.8 $62M 1.3M 49.40
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CRH Ord (CRH) 13.5 $61M +6% 580k 105.12
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Colliers Intl Group Sub Vtg Shs (CIGI) 11.7 $53M +16% 492k 106.89
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Veeva Sys Cl A Com (VEEV) 10.3 $47M +13% 265k 175.66
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Servicenow (NOW) 10.1 $45M +49% 434k 104.55
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Tfii Cn (TFII) 9.5 $43M 395k 108.63
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Qualys (QLYS) 9.1 $41M +21% 469k 87.85
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Lgi Homes (LGIH) 7.9 $36M +21% 900k 39.53
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Equifax (EFX) 5.9 $27M NEW 149k 180.07
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J Global (ZD) 5.2 $24M -58% 564k 41.96
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Endava Ads (DAVA) 2.9 $13M 2.9M 4.42
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Past Filings by Cdam

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

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