Cdam as of March 31, 2025
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 12.5 | $77M | 612k | 125.93 | |
| CIGI US Equity Sub Vtg Shs (CIGI) | 12.0 | $74M | 612k | 121.30 | |
| Core & Main (CNM) | 11.2 | $70M | 1.4M | 48.31 | |
| Veeva Sys Inc cl a (VEEV) | 9.6 | $59M | 255k | 231.63 | |
| Open Text Corp (OTEX) | 9.3 | $58M | 2.3M | 25.26 | |
| J Global (ZD) | 9.2 | $57M | 1.5M | 37.58 | |
| Crh (CRH) | 8.8 | $54M | 617k | 87.97 | |
| Lgi Homes (LGIH) | 8.2 | $51M | 766k | 66.47 | |
| DAVA US Equity Ads (DAVA) | 7.4 | $46M | 2.3M | 19.51 | |
| Servicenow (NOW) | 6.5 | $40M | 50k | 796.14 | |
| Tfii Cn (TFII) | 5.3 | $33M | 425k | 77.45 |
