Cdam as of June 30, 2023
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 12.9 | $91M | 162k | 561.97 | |
| Lgi Homes (LGIH) | 11.5 | $81M | 599k | 134.89 | |
| Qualys (QLYS) | 10.3 | $73M | 563k | 129.17 | |
| Open Text Corp (OTEX) | 9.8 | $69M | 1.7M | 41.55 | |
| Endava Ads (DAVA) | 9.4 | $66M | 1.3M | 51.79 | |
| J Global (ZD) | 9.0 | $64M | 907k | 70.06 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 8.7 | $61M | 623k | 98.19 | |
| Western Digital (WDC) | 8.6 | $61M | 1.6M | 37.93 | |
| S&p Global (SPGI) | 7.7 | $55M | 136k | 400.89 | |
| Tfii Cn (TFII) | 7.6 | $53M | 468k | 113.96 | |
| Arko Corp (ARKO) | 4.4 | $31M | 3.9M | 7.95 |
