Cdam as of Sept. 30, 2024
Portfolio Holdings for Cdam
Cdam holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Colliers Intrntnl Gp Sub Vtg Shs (CIGI) | 13.7 | $93M | 613k | 151.81 | |
| Lgi Homes (LGIH) | 12.5 | $85M | 715k | 118.52 | |
| Open Text Corp (OTEX) | 10.9 | $74M | 2.2M | 33.28 | |
| Anthem (ELV) | 10.1 | $69M | 132k | 520.00 | |
| Servicenow (NOW) | 9.9 | $67M | 75k | 894.39 | |
| Qualys (QLYS) | 9.5 | $65M | 503k | 128.46 | |
| J Global (ZD) | 9.2 | $62M | 1.3M | 48.66 | |
| Core & Main (CNM) | 8.4 | $57M | 1.3M | 44.40 | |
| Endava Ads (DAVA) | 8.2 | $56M | 2.2M | 25.54 | |
| Tfii Cn (TFII) | 7.5 | $51M | 372k | 136.89 |
