Cdam as of June 30, 2025
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core & Main (CNM) | 14.0 | $84M | 1.4M | 60.35 | |
| CIGI US Equity Sub Vtg Shs (CIGI) | 12.8 | $77M | 591k | 130.54 | |
| Veeva Sys Inc cl a (VEEV) | 11.7 | $71M | 245k | 287.98 | |
| Open Text Corp (OTEX) | 10.6 | $64M | 2.2M | 29.20 | |
| Qualys (QLYS) | 9.5 | $57M | 400k | 142.87 | |
| Crh (CRH) | 9.5 | $57M | 621k | 91.80 | |
| J Global (ZD) | 7.2 | $43M | 1.4M | 30.27 | |
| Servicenow (NOW) | 7.1 | $43M | 41k | 1028.08 | |
| Lgi Homes (LGIH) | 6.1 | $37M | 713k | 51.52 | |
| Tfii Cn (TFII) | 6.0 | $36M | 400k | 89.67 | |
| DAVA US Equity Ads (DAVA) | 5.5 | $33M | 2.2M | 15.32 |
