Cdam (Uk) LTD Portfolio Holdings by Sector
Cdam (Uk) LTD
- $489 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
OTEX NOW 2 stocks |
$109,087
22.32% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
QLYS DAVA 2 stocks |
$67,959
13.9% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$67,918
13.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$65,357
13.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM 1 stocks |
$62,590
12.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
ZD 1 stocks |
$48,338
9.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
TFII 1 stocks |
$34,283
7.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$33,304
6.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|