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| Name: |
CDAM (UK) Ltd |
| City: |
London |
| State: |
X0 |
| Zip: |
W1S 3RG |
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data |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DAVA |
Endava Plc |
1 |
- |
$30.31 |
$112,995,000 |
1,451,449 |
13.99% |
31,221,000 |
25,570 |
4.207 |
N/A |
|
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OTEX |
Open Text Corporation (USA) |
2 |
- |
$30.68 |
$90,940,000 |
2,164,217 |
11.26% |
30,948,000 |
455,050 |
0.795 |
Internet Software & S... |
|
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LGIH |
Lgi Homes, Inc. |
3 |
- |
$105.24 |
$89,878,000 |
674,960 |
11.13% |
31,309,000 |
86,265 |
2.689 |
Real Estate Development |
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CIGI |
FirstService Corporation (USA) |
4 |
- |
$116.59 |
$83,163,000 |
657,311 |
10.3% |
24,874,000 |
45,350 |
1.698 |
Business Services |
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ZD |
Ziff Davis Inc |
6 |
- |
$57.53 |
$79,418,000 |
1,181,995 |
9.84% |
19,892,000 |
247,375 |
2.309 |
Internet Software & S... |
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TFII |
Tfi International Ord Shs |
10 |
- |
$136.21 |
$51,932,000 |
381,912 |
6.43% |
6,066,000 |
24,730 |
0.409 |
N/A |
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