Cdam (Uk) LTD Portfolio Holdings by Sector
Cdam (Uk) LTD
- $666 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
QLYS DAVA 2 stocks |
$158,359
23.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
OTEX NOW 2 stocks |
$128,471
19.28% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$83,326
12.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
ZD 1 stocks |
$81,122
12.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$73,293
11.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$65,614
9.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
TFII 1 stocks |
$51,483
7.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$24,803
3.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|