Cdam (Uk) LTD Portfolio Holdings by Sector
Cdam (Uk) LTD
- $544 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
OTEX NOW 2 stocks |
$106,133
19.5% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
QLYS DAVA 2 stocks |
$90,350
16.6% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$84,085
15.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$77,087
14.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$70,650
12.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
ZD 1 stocks |
$43,389
7.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$36,755
6.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Trucking | Industrials
TFII 1 stocks |
$35,837
6.58% 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
|