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Disclosery

CDAM (UK) Ltd: TFII position timeline

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

CDAM (UK) Ltd held 254,560 TFII 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 254,560 shares
    Change vs previous 13F -139,999 shares

    9.43% of the 13F portfolio, value $36,547,179.

    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 394,559 shares
    Change vs previous 13F -7,576 shares

    9.51% of the 13F portfolio, value $42,860,944.

    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 402,135 shares
    Change vs previous 13F +12,814 shares

    7.56% of the 13F portfolio, value $41,560,653.

    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 389,321 shares
    Change vs previous 13F -10,344 shares

    6.18% of the 13F portfolio, value $34,283,608.

    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 399,665 shares
    Change vs previous 13F -25,042 shares

    5.96% of the 13F portfolio, value $35,837,961.

    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 424,707 shares
    Change vs previous 13F +43,605 shares

    5.32% of the 13F portfolio, value $32,893,557.

    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 381,102 shares
    Change vs previous 13F +9,200 shares

    7.73% of the 13F portfolio, value $51,483,070.

    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 371,902 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $50,909,665.

    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).