Cdam as of March 31, 2026
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core & Main Cl A (CNM) | 13.8 | $62M | 1.3M | 49.40 | |
| CRH Ord (CRH) | 13.5 | $61M | 580k | 105.12 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 11.7 | $53M | 492k | 106.89 | |
| Veeva Sys Cl A Com (VEEV) | 10.3 | $47M | 265k | 175.66 | |
| Servicenow (NOW) | 10.1 | $45M | 434k | 104.55 | |
| Tfii Cn (TFII) | 9.5 | $43M | 395k | 108.63 | |
| Qualys (QLYS) | 9.1 | $41M | 469k | 87.85 | |
| Lgi Homes (LGIH) | 7.9 | $36M | 900k | 39.53 | |
| Equifax (EFX) | 5.9 | $27M | 149k | 180.07 | |
| J Global (ZD) | 5.2 | $24M | 564k | 41.96 | |
| Endava Ads (DAVA) | 2.9 | $13M | 2.9M | 4.42 |
