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Disclosery

CDAM (UK) Ltd: LGIH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CDAM (UK) Ltd on LGIH, newest first. How the timeline and the estimate are built.

CDAM (UK) Ltd held 725,470 LGIH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 725,470 shares
    Change vs previous 13F -174,761 shares

    11.93% of the 13F portfolio, value $46,197,930.

    13F-HR 0001719387-26-000004 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 900,231 shares
    Change vs previous 13F +157,078 shares

    7.89% of the 13F portfolio, value $35,586,131.

    13F-HR 0001719387-26-000003 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 743,153 shares
    Change vs previous 13F +99,090 shares

    5.81% of the 13F portfolio, value $31,925,853.

    13F-HR 0001719387-26-000002 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 644,063 shares
    Change vs previous 13F -69,350 shares

    6.01% of the 13F portfolio, value $33,304,498.

    13F-HR 0001719387-25-000010 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 713,413 shares
    Change vs previous 13F -52,797 shares

    6.11% of the 13F portfolio, value $36,755,038.

    13F-HR 0001719387-25-000008 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 766,210 shares
    Change vs previous 13F +32,267 shares

    8.24% of the 13F portfolio, value $50,929,979.

    13F-HR 0001719387-25-000006 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 733,943 shares
    Change vs previous 13F +19,048 shares

    9.85% of the 13F portfolio, value $65,614,504.

    13F-HR 0001719387-25-000005 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 714,895 shares
    Change vs previous 13F not available

    12.52% of the 13F portfolio, value $84,729,356.

    13F-HR 0001719387-24-000006 filed by CDAM (UK) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).