Investor Details
| Filer Name: | CDAM LTD |
|---|---|
| CIK: | 1719387 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.67B |
Cdam Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| QLYS | US | QUALYS INC | 611,793 | $86M | 12.87% | 21.6% | - |
| CIGI | US | COLLIERS INTL GR-SUBORD VOT | 612,831 | $83M | 12.50% | 0.0% | - |
| ZD | US | ZIFF DAVIS INC | 1,492,860 | $81M | 12.17% | 16.6% | - |
| CNM | US | CORE & MAIN INC-CLASS A | 1,439,668 | $73M | 11.00% | 12.8% | - |
| DAVA | US | ENDAVA PLC- SPON ADR | 2,348,674 | $73M | 10.89% | 7.8% | - |
| LGIH | US | LGI HOMES INC | 733,943 | $66M | 9.85% | 2.7% | - |
| OTEX | US | OPEN TEXT CORP | 2,279,152 | $65M | 9.69% | 3.0% | - |
| NOW | US | SERVICENOW INC | 60,301 | $64M | 9.59% | -19.3% | - |
| TFII | US | TFI INTERNATIONAL INC | 381,102 | $51M | 7.73% | 2.5% | - |
| ELV | US | ELEVANCE HEALTH INC | 67,141 | $25M | 3.72% | -49.0% | - |