CDAM (UK) Ltd
Annual return '25
-20.1%
SPY '25
+17.7%
Alpha
-37.9ptsvs SPY
Invested
$450.9M
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CNM
CORE & MAIN INC
Held since at least Q1 2024
13.8%
02
$CRH
CRH PLC
Held since at least Q1 2024
13.5%
03
$CIGI
COLLIERS INTL GROUP INC
Held since at least Q1 2024
11.7%
04
$VEEV
VEEVA SYS INC
Held since at least Q1 2024
10.3%
05
$NOW
SERVICENOW INC
Held since at least Q1 2024
10.1%
06
$TFII
TRANSFORCE INC
Held since at least Q1 2024
9.5%
07
$QLYS
QUALYS INC
Held since at least Q1 2024
9.1%
08
$LGIH
LGI HOMES INC
Held since at least Q1 2024
7.9%
09
$EFX
EQUIFAX INC
Held since at least Q1 2024
5.9%
10
$ZD
ZIFF DAVIS INC
Held since at least Q1 2024
5.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.