CDAM (UK) Ltd

Comprehensive Analysis of CDAM (UK) Ltd 13F Filing

Portfolio Overview

CDAM (UK) Ltd reported a significant contraction in portfolio assets during the quarter ending September 30, 2025. The total portfolio value decreased by 42.4%, dropping from $601.31M to $346.20M. This reduction is attributable to a combination of active asset liquidation and portfolio pruning rather than market performance alone, given the scale of the exits and reductions. The fund currently maintains a hig...