Cdam as of Sept. 30, 2025
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Open Text Corp (OTEX) | 13.5 | $75M | 2.0M | 37.38 | |
| Veeva Sys Inc cl a (VEEV) | 12.3 | $68M | 228k | 297.91 | |
| Crh (CRH) | 11.8 | $66M | 546k | 119.90 | |
| CIGI US Equity Sub Vtg Shs (CIGI) | 11.8 | $65M | 418k | 156.21 | |
| Core & Main (CNM) | 11.3 | $63M | 1.2M | 53.83 | |
| J Global (ZD) | 8.7 | $48M | 1.3M | 38.10 | |
| Qualys (QLYS) | 8.4 | $47M | 354k | 132.33 | |
| Tfii Cn (TFII) | 6.2 | $34M | 389k | 88.06 | |
| Servicenow (NOW) | 6.2 | $34M | 37k | 920.28 | |
| Lgi Homes (LGIH) | 6.0 | $33M | 644k | 51.71 | |
| DAVA US Equity Ads (DAVA) | 3.8 | $21M | 2.3M | 9.10 |
