Fund HoldingsCDAM (UK) Ltd

Total Portfolio Value
$676.87M
Total Bought
$24.51M
Total Sold
$97.93M
Net Transaction
-$73.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CORE AND MAIN(CNM)690,7151,276,796+586,08133,80456,6908.38%+22,886
LGI HOMES(LGIH)725,314714,895-10,41964,90884,72912.52%+19,821
COLLIERS INTRNTNL GP(CIGI)670,111612,916-57,19574,81893,04713.75%+18,229
OPEN TEXT(OTEX)2,320,1172,212,637-107,48069,69673,63710.88%+3,940
QUALYS(QLYS)464,404502,913+38,50966,22464,6049.54%-1,620
ENDAVA2,202,7042,179,527-23,17764,40755,6658.22%-8,742
TFI INTERNATIONAL(TFII)411,312371,902-39,41059,70650,9107.52%-8,796
ZIFF DAVIS INC(ZD)1,310,4951,279,789-30,70672,14362,2759.20%-9,868
ELEVANCE HEALTH ORD(ELV)146,754131,641-15,11379,52068,45310.11%-11,067
SERVICENOW(NOW)107,19974,755-32,44484,33066,8609.88%-17,470
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