Cdam as of Dec. 31, 2025
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crh (CRH) | 12.4 | $68M | 546k | 124.80 | |
| Core & Main (CNM) | 12.1 | $66M | 1.3M | 51.97 | |
| Open Text Corp (OTEX) | 12.0 | $66M | 2.0M | 32.58 | |
| CIGI US Equity Sub Vtg Shs (CIGI) | 11.3 | $62M | 422k | 147.01 | |
| Veeva Sys Inc cl a (VEEV) | 9.5 | $52M | 233k | 223.23 | |
| Qualys (QLYS) | 9.3 | $51M | 387k | 132.90 | |
| J Global (ZD) | 8.6 | $48M | 1.4M | 35.15 | |
| Servicenow (NOW) | 8.1 | $44M | 290k | 153.19 | |
| Tfii Cn (TFII) | 7.6 | $42M | 402k | 103.35 | |
| Lgi Homes (LGIH) | 5.8 | $32M | 743k | 42.96 | |
| DAVA US Equity Ads (DAVA) | 3.4 | $19M | 3.0M | 6.32 |
