Core & Main Inc. Class ACNM
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 447 institutions reported holding Core & Main Inc. Class A (CNM) in their 13F filings, up 26 from Q1 2025. 71 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Morgan Stanley ($955.7M). 8 famous investors held it, including Daniel Sundheim (5.0% of D1 Capital Partners's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Core & Main Inc. Class A
- CUSIP
- 21874C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $343.0M |
| Exits | 45 | $74.2M |
All 13F filers, Q1 2025 → Q2 2025: 17,215,796 shares bought and 18,773,547 shares sold, net −1,557,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| BlackRock, Inc. | 0.02% | Reduce -12.7% | 19,058,344 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.5% | 17,826,233 | $1.1B |
| Morgan Stanley | 0.06% | Add +49.1% | 15,835,254 | $955.7M |
| Select Equity Group, L.P. | 2.94% | Reduce -11.0% | 11,465,694 | $692.0M |
| Pictet Asset Management Holding SA | 0.47% | Reduce -1.7% | 7,725,315 | $466.2M |
| D1 Capital Partners | 5.04% | Add +21.6% | 6,012,680 | $362.9M |
| FMR LLC | 0.02% | Reduce -12.3% | 5,951,081 | $359.1M |
| State Street Corp. | 0.01% | Reduce -3.0% | 5,748,811 | $346.9M |
| Janus Henderson Group PLC | 0.14% | Reduce -0.1% | 4,840,583 | $292.1M |
| Royal London Asset Management Ltd. | 0.60% | Reduce -3.2% | 4,331,533 | $261.4M |
| Anomaly Capital Management, LP | 7.14% | Reduce -29.0% | 3,721,937 | $224.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.6% | 3,472,477 | $209.6M |
| First Trust Advisors LP | 0.17% | Reduce -3.3% | 3,466,635 | $209.2M |
| Bessemer Group Inc. | 0.33% | Add +0.4% | 3,371,475 | $203.5M |
| Impax Asset Management Group plc | 1.11% | No change | 3,208,041 | $193.6M |
| Amundi | 0.07% | Add +2.8% | 3,357,973 | $187.0M |
| Invesco Ltd. | 0.03% | Reduce -34.7% | 3,052,939 | $184.2M |
| Handelsbanken Fonder AB | 0.60% | Add +14.2% | 2,823,433 | $170.4M |
| Samlyn Capital, LLC | 2.21% | Reduce -0.5% | 2,513,645 | $151.7M |
| Spruce House Investment Management LLC | 5.46% | No change | 2,450,000 | $147.9M |
| Fiduciary Management Inc. | 1.34% | Reduce -18.6% | 2,311,692 | $139.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.4% | 2,287,323 | $138.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.7% | 2,270,655 | $137.0M |
| Bank of America Corp. | 0.01% | Add +20.6% | 2,255,531 | $136.1M |
| KBC Group NV | 0.33% | Add +17.2% | 2,022,207 | $122.0M |
| Liontrust Investment Partners LLP | 1.72% | Reduce -5.6% | 1,992,800 | $120.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.5% | 1,984,982 | $119.8M |
| Norges Bank | 0.01% | Add +4.4% | 1,927,647 | $116.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 1,794,702 | $108.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -10.1% | 1,682,202 | $101.5M |
| Artemis Investment Management LLP | 1.29% | Reduce -7.3% | 1,660,666 | $100.2M |
| Northern Trust Corp. | 0.01% | Reduce -4.8% | 1,598,415 | $96.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.23% | Add +5.9% | 1,539,407 | $92.9M |
| Capital World Investors | 0.01% | New | 1,506,087 | $90.9M |
| Forest Avenue Capital Management LP | 7.08% | Add +9.5% | 1,503,002 | $90.7M |
| Jennison Associates LLC | 0.05% | Add +29.9% | 1,472,571 | $88.9M |
| CDAM (UK) Ltd | 13.98% | Reduce -3.2% | 1,393,293 | $84.1M |
| Interval Partners, LP | 1.68% | Reduce -31.6% | 1,218,205 | $73.5M |
| Point72 Asset Management | 0.18% | Add +1.3% | 1,178,841 | $71.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 1,146,637 | $69.2M |
| American Century Companies Inc. | 0.04% | Reduce -8.8% | 1,087,784 | $65.6M |
| Fernbridge Capital Management LP | 3.08% | Add +180.4% | 1,071,238 | $64.6M |
| Balyasny Asset Management L.P. | 0.15% | Add +18.2% | 1,045,215 | $63.1M |
| Robeco Schweiz AG | 1.46% | Reduce -42.5% | 1,044,695 | $63.0M |
| Swedbank AB | 0.07% | Reduce -22.9% | 1,041,000 | $62.8M |
| Nuveen, LLC | 0.02% | Add +7.0% | 975,248 | $58.9M |
| Camrose Capital Investment Partners LLP | 14.51% | Add +33.8% | 960,374 | $58.0M |
| Federated Hermes, Inc. | 0.11% | Reduce -18.4% | 924,820 | $55.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.0% | 896,612 | $54.1M |
| Truist Financial Corp. | 0.07% | Add +19.9% | 845,946 | $51.1M |
| UBS Group AG | 0.01% | Reduce -11.0% | 798,852 | $48.2M |
| Mackenzie Financial Corp. | 0.06% | Add +26.1% | 789,790 | $47.7M |
| Hill City Capital, LP | 2.51% | No change | 774,200 | $46.7M |
| ArrowMark Colorado Holdings LLC | 0.81% | Reduce -15.6% | 746,923 | $45.1M |
| Pembroke Management, LTD | 5.24% | Add +19.2% | 718,337 | $43.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -12.3% | 715,023 | $43.2M |
| Silvercrest Asset Management Group LLC | 0.27% | Reduce -13.5% | 674,524 | $40.7M |
| Legal & General Group Plc | 0.01% | Add +8.6% | 637,186 | $38.5M |
| DF Dent & Co. Inc. | 0.48% | Reduce -21.9% | 624,776 | $37.7M |
| Border to Coast Pensions Partnership Ltd | 0.67% | Add +8.2% | 604,112 | $36.5M |
| Goodnow Investment Group, LLC | 3.15% | Reduce -1.3% | 559,940 | $33.8M |
| Maplelane Capital, LLC | 2.08% | New | 559,601 | $33.8M |
| Rhumbline Advisers | 0.03% | Reduce -1.5% | 520,952 | $31.4M |
| Driehaus Capital Management LLC | 0.25% | Add +6.4% | 513,083 | $31.0M |
| Royal Bank of Canada | 0.01% | Add +90.1% | 478,709 | $28.9M |
| Raiffeisen Bank International AG | 0.42% | Add +1.5% | 479,051 | $28.4M |
| Local Pensions Partnership Investment Ltd | 0.52% | Add +13.5% | 463,000 | $27.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.6% | 456,016 | $27.5M |
| Schroder Investment Management Group | 0.02% | Reduce -1.1% | 446,036 | $26.9M |
| Davidson Kempner Capital Management LP | 0.63% | New | 440,000 | $26.6M |
| Walleye Capital LLC | 0.27% | Add +5.8% | 433,449 | $26.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 430,521 | $26.0M |
| Freestone Grove Partners LP | 0.19% | New | 423,367 | $25.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | New | 415,425 | $25.5M |
| Duff & Phelps Investment Management Co. | 0.27% | No change | 383,850 | $23.2M |
| CI Investments Inc. | 0.09% | Add +13.9% | 381,897 | $23.0M |
| Millennium Management | 0.02% | Reduce -41.6% | 371,752 | $22.4M |
| California Public Employees Retirement System | 0.01% | Add +9.0% | 365,996 | $22.1M |
| Thematics Asset Management | 0.99% | Reduce -6.4% | 364,000 | $22.0M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 363,200 | $21.9M |
| FIL Ltd | 0.02% | New | 360,979 | $21.8M |
| Schonfeld Strategic Advisors LLC | 0.16% | Reduce -50.7% | 356,956 | $21.5M |
| Citadel Advisors | 0.02% | Add +10706.7% | 325,283 | $19.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -48.1% | 322,158 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.5% | 313,732 | $18.9M |
| BLI - Banque de Luxembourg Investments | 0.54% | Reduce -8.1% | 312,300 | $18.8M |
| Sea Cliff Partners Management, LP | 6.38% | Reduce -11.7% | 310,000 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Add +480.9% | 306,219 | $18.5M |
| PGGM Investments | 0.31% | New | 298,500 | $18.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +12.6% | 242,716 | $14.6M |
| Perpetual Ltd | 0.17% | Add +4.2% | 232,983 | $14.1M |
| South Street Advisors LLC | 2.08% | Add +0.3% | 232,393 | $14.0M |
| Retirement Systems of Alabama | 0.05% | Add +0.0% | 231,496 | $14.0M |
| Polar Capital Holdings Plc | 0.07% | Add +1.4% | 231,282 | $14.0M |
| Voya Investment Management LLC | 0.02% | Reduce -14.5% | 230,526 | $13.9M |
| Twin Tree Management, LP | 0.35% | New | 228,738 | $13.8M |
| Peregrine Capital Management LLC | 0.41% | Add +0.7% | 226,561 | $13.7M |
| Clear Harbor Asset Management, LLC | 1.00% | Reduce -2.4% | 220,241 | $13.3M |
| Grandeur Peak Global Advisors, LLC | 1.59% | Reduce -21.3% | 218,291 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 214,678 | $13.0M |
"% of holder's portfolio" is CNM's weight in each manager's 13F, not the share of Core & Main Inc. Class A the manager owns.