Cdam as of March 31, 2018
Portfolio Holdings for Cdam
Cdam holds 10 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 14.1 | $53M | 1.8M | 29.62 | |
| Athene Holding Ltd Cl A | 13.8 | $52M | 1.1M | 47.81 | |
| Echostar Corporation (SATS) | 13.6 | $51M | 974k | 52.77 | |
| Alphabet Inc Class A cs (GOOGL) | 12.9 | $49M | 47k | 1037.14 | |
| Hilltop Holdings (HTH) | 12.1 | $46M | 1.9M | 23.46 | |
| Open Text Corp (OTEX) | 10.0 | $38M | 1.1M | 34.80 | |
| Centennial Resource Developmen cs | 6.4 | $24M | 1.3M | 18.35 | |
| Kinder Morgan (KMI) | 6.2 | $23M | 1.6M | 15.06 | |
| Citigroup (C) | 6.0 | $23M | 333k | 67.50 | |
| Seritage Growth Pptys Cl A (SRG) | 4.8 | $18M | 515k | 35.55 |
