CDAM (UK) Ltd - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, CDAM (UK) Ltd held in its portfolio 11 assets valued at $549,901,951 (i.e. $549.90M).

The most valuable assets in the portfolio included: CRH US Equity ($68.18M), CNM US Equity ($66.34M), and OTEX US Equity ($65.72M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CDAM (UK) Ltd Portfolio

CRH US Equity

CNM US Equity

OTEX US Equity

CIGI US Equity

VEEV US Equity

QLYS US Equity

ZD US Equity

NOW US Equity

TFII US Equity

LGIH US Equity

CDAM (UK) Ltd - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
CRH US Equity	546302	68178490	COM
CNM US Equity	1276582	66343966	COM
OTEX US Equity	2017255	65722167	COM
CIGI US Equity	421695	61993382	SUB VTG SHS
VEEV US Equity	232962	52004107	COM
QLYS US Equity	386650	51385785	COM
ZD US Equity	1353018	47558583	COM
NOW US Equity	289820	44397526	COM
TFII US Equity	402135	41560653	COM
LGIH US Equity	743153	31925853	COM
DAVA US Equity	2979658	18831439	ADS