Core & Main Inc. Class ACNM

13F holders, Q2 2025 (June 30)
447holders +26
71new positions
45sold out
8famous investors
$60.27avg. 13F price*

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

0100200300400500 Q1 2024: 428Q1 2024Q2 2024: 419Q2 2024Q3 2024: 389Q3 2024Q4 2024: 414Q4 2024Q1 2025: 421Q1 2025Q2 2025: 447Q2 2025Q3 2025: 429Q3 2025Q4 2025: 439Q4 2025Q1 2026: 476Q1 2026Q2 2026: 454Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions71$343.0M
Exits45$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.

Show all 447 holders