George Chamberlain

Cdam (uk) Ltd

Assets Managed

$450.93M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

-17.99%(2Q avg: -9.4%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cdam (uk) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Cdam (uk) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 450.93M in assets, with a quarterly growth rate of -17.99% and a 2-quarter average growth rate of -9.4%. The portfolio is managed by George Chamberlain, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CNM Core & Main Inc-class A Recent Activity Decreased -1.04%	13.84%	$62.404M 1.263M shares@ $49.4 avg price	Decreased -1.04%
CRH Crh Plc Recent Activity Increased 6.08%	13.51%	$60.917M 579,495 shares@ $105.13 avg price	Increased 6.08%
CIGI Colliers Intl Gr-subord Vot Recent Activity Increased 16.68%	11.67%	$52.592M 492,024 shares@ $106.89 avg price	Increased 16.68%
VEEV Veeva Systems Inc-class A Recent Activity Increased 13.87%	10.34%	$46.595M 265,254 shares@ $175.67 avg price	Increased 13.87%
NOW Servicenow Inc Recent Activity Increased 49.67%	10.06%	$45.35M 433,759 shares@ $104.55 avg price	Increased 49.67%
TFII Tfi International Inc Recent Activity Decreased -1.88%	9.51%	$42.861M 394,559 shares@ $108.63 avg price	Decreased -1.88%
QLYS Qualys Inc Recent Activity Increased 21.3%	9.14%	$41.202M 469,001 shares@ $87.86 avg price	Increased 21.3%
LGIH Lgi Homes Inc Recent Activity Increased 21.14%	7.9%	$35.586M 900,231 shares@ $39.53 avg price	Increased 21.14%
EFX Equifax Inc Recent Activity New Position	5.93%	$26.735M 148,470 shares@ $180.08 avg price	New Position
ZD Ziff Davis Inc Recent Activity Decreased -58.34%	5.25%	$23.651M 563,667 shares@ $41.96 avg price	Decreased -58.34%

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