Cdam as of June 30, 2026
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core & Main Cl A (CNM) | 12.7 | $49M | 1.0M | 48.25 | |
| Lgi Homes (LGIH) | 11.9 | $46M | 726k | 63.68 | |
| Servicenow (NOW) | 10.1 | $39M | 396k | 99.28 | |
| Veeva Sys Cl A Com (VEEV) | 9.8 | $38M | 213k | 177.47 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.6 | $37M | 396k | 93.79 | |
| Tfii Cn (TFII) | 9.4 | $37M | 255k | 143.57 | |
| Equifax (EFX) | 8.4 | $33M | 205k | 158.72 | |
| Qualys (QLYS) | 7.8 | $30M | 220k | 137.49 | |
| CRH Ord (CRH) | 7.3 | $28M | 266k | 107.00 | |
| J Global (ZD) | 6.1 | $24M | 454k | 52.37 | |
| Thermo Fisher Scientific (TMO) | 5.0 | $20M | 39k | 501.36 | |
| Endava Ads (DAVA) | 1.7 | $6.7M | 2.4M | 2.83 |
