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CDAM (UK) Ltd - Portfolio Stock Holdings

CDAM (UK) Ltd disclosed 12 stock positions in a recent SEC 13F filing. $450,584,585 of stock holdings were filed, with the largest holdings including CNM, CRH, and CIGI. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $953,747,566 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from state or municipal government entities.

Report Period:

March 31, 2026

No. of Stocks:

12

Est. Stock Holding Value:

$450,584,585

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CDAM (UK) Ltd

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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