Investor

CDAM (UK) Ltd

Portfolio Total Value

$666,436,000.00

Number of Stocks

10

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
QLYS $85,785,000.0 12.87%
Added 21.65%
611,793 $140.22 $152.53
Added 8.78%
$119.17 $200.9
CIGI $83,326,000.0 12.5%
Reduced 0.01%
612,831 $135.97 $145.53
Added 7.03%
$101.01 $156.96
ZD $81,122,000.0 12.17%
Added 16.65%
1,492,860 $54.34 $36.0
Reduced 33.75%
$37.76 $70.9
CNM $73,293,000.0 11.0%
Added 12.76%
1,439,668 $50.91 $56.09
Added 10.17%
$37.22 $62.15
DAVA $72,574,000.0 10.89%
Added 7.76%
2,348,674 $30.9 $6.64
Reduced 78.51%
$23.28 $78.14
LGIH $65,614,000.0 9.85%
Added 2.66%
733,943 $89.4 $48.7
Reduced 45.53%
$82.94 $130.75
OTEX $64,545,000.0 9.69%
Added 3.01%
2,279,152 $28.32 $33.2
Added 17.23%
$26.84 $45.47
NOW $63,926,000.0 9.59%
Reduced 19.34%
60,301 $1,060.12 $865.06
Reduced 18.4%
$637.99 $1,157.9
TFII $51,483,000.0 7.73%
Added 2.47%
381,102 $135.09 $102.68
Reduced 23.99%
$126.0 $162.13
ANTM $24,768,000.0 3.72%
Reduced 49.0%
67,141 $368.9 $0.0
Reduced 100.0%
$0.0 $0.0