Core & Main Inc. Class ACNM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 429 institutions reported holding Core & Main Inc. Class A (CNM) in their 13F filings, down 18 from Q2 2025. 57 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($953.1M) and Morgan Stanley ($725.0M). 7 famous investors held it, including Daniel Sundheim (3.2% of D1 Capital Partners's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $575.3M |
| Exits | 72 | $248.6M |
All 13F filers, Q2 2025 → Q3 2025: 25,472,124 shares bought and 19,959,330 shares sold, net +5,512,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 429 holders
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 19,033,448 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 17,704,869 | $953.1M |
| Morgan Stanley | 0.04% | Reduce -14.9% | 13,468,714 | $725.0M |
| Select Equity Group, L.P. | 2.23% | Reduce -15.5% | 9,691,396 | $521.7M |
| Pictet Asset Management Holding SA | 0.43% | Add +7.8% | 8,328,660 | $448.3M |
| FMR LLC | 0.02% | Add +4.5% | 6,220,959 | $334.9M |
| Capital World Investors | 0.04% | Add +294.9% | 5,948,134 | $320.2M |
| State Street Corp. | 0.01% | Reduce -1.2% | 5,678,954 | $305.7M |
| D1 Capital Partners | 3.20% | Reduce -13.9% | 5,176,680 | $278.7M |
| Janus Henderson Group PLC | 0.13% | Add +6.6% | 5,158,036 | $277.7M |
| Royal London Asset Management Ltd. | 0.59% | Add +16.7% | 5,056,518 | $272.2M |
| First Trust Advisors LP | 0.15% | Add +10.7% | 3,835,835 | $206.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 3,560,451 | $191.7M |
| Bessemer Group Inc. | 0.26% | Reduce -6.2% | 3,162,843 | $170.3M |
| Handelsbanken Fonder AB | 0.49% | Add +0.9% | 2,850,232 | $153.4M |
| Invesco Ltd. | 0.02% | Reduce -7.1% | 2,835,561 | $152.6M |
| Fiduciary Management Inc. | 1.48% | Add +17.7% | 2,721,824 | $146.5M |
| Samlyn Capital, LLC | 2.03% | Add +5.8% | 2,660,811 | $143.2M |
| Impax Asset Management Group plc | 0.81% | Reduce -19.2% | 2,593,222 | $139.6M |
| Anomaly Capital Management, LP | 3.91% | Reduce -33.6% | 2,469,541 | $132.9M |
| KBC Group NV | 0.30% | Add +16.0% | 2,346,658 | $126.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.7% | 2,309,551 | $124.3M |
| Amundi | 0.04% | Reduce -30.3% | 2,342,283 | $123.3M |
| Spruce House Investment Management LLC | 2.99% | Reduce -12.2% | 2,150,000 | $115.7M |
| Jennison Associates LLC | 0.07% | Add +41.7% | 2,087,166 | $112.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.3% | 2,050,586 | $110.4M |
| Liontrust Investment Partners LLP | 1.49% | Reduce -5.1% | 1,890,756 | $101.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.0% | 1,884,670 | $101.5M |
| Holocene Advisors, LP | 0.23% | New | 1,871,906 | $100.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.1% | 1,832,686 | $98.7M |
| Bank of America Corp. | 0.01% | Reduce -19.0% | 1,827,340 | $98.4M |
| Alliancebernstein L.P. | 0.03% | Add +6.8% | 1,796,097 | $96.7M |
| Interval Partners, LP | 2.01% | Add +43.6% | 1,749,062 | $94.2M |
| Northern Trust Corp. | 0.01% | Reduce -1.2% | 1,579,766 | $85.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.19% | Reduce -1.4% | 1,518,363 | $81.7M |
| Schonfeld Strategic Advisors LLC | 0.52% | Add +286.6% | 1,379,820 | $74.3M |
| AMF Tjanstepension AB | 0.46% | New | 1,343,266 | $72.3M |
| Zurich Insurance Group Ltd | 0.48% | New | 1,249,927 | $67.3M |
| Camrose Capital Investment Partners LLP | 15.61% | Add +30.1% | 1,249,455 | $67.3M |
| Forest Avenue Capital Management LP | 5.04% | Reduce -17.0% | 1,247,489 | $67.2M |
| Swedbank AB | 0.07% | Add +15.2% | 1,199,000 | $64.5M |
| Millennium Management | 0.05% | Add +217.9% | 1,181,907 | $63.6M |
| CDAM (UK) Ltd | 11.29% | Reduce -16.6% | 1,162,742 | $62.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 1,130,580 | $60.9M |
| Robeco Schweiz AG | 1.27% | Add +0.6% | 1,051,178 | $56.6M |
| Bornite Capital Management LP | 5.00% | New | 1,000,000 | $53.8M |
| Federated Hermes, Inc. | 0.09% | Add +1.7% | 940,378 | $50.6M |
| Truist Financial Corp. | 0.07% | Add +7.6% | 910,053 | $49.0M |
| Pembroke Management, LTD | 4.86% | Add +26.6% | 909,216 | $48.9M |
| ACK Asset Management LLC | 6.06% | New | 900,000 | $48.4M |
| Dendur Capital LP | 5.39% | New | 898,000 | $48.3M |
| D. E. Shaw & Co. | 0.04% | Add +175.7% | 888,031 | $47.8M |
| Maplelane Capital, LLC | 2.25% | Add +55.3% | 869,000 | $46.8M |
| Hill City Capital, LP | 1.77% | Add +0.2% | 775,500 | $41.7M |
| Mackenzie Financial Corp. | 0.05% | Reduce -3.0% | 766,041 | $41.2M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -27.0% | 763,159 | $41.1M |
| Fernbridge Capital Management LP | 1.98% | Reduce -29.4% | 756,635 | $40.7M |
| Nuveen, LLC | 0.01% | Reduce -23.0% | 751,228 | $40.4M |
| Allianz Asset Management GmbH | 0.05% | Reduce -1.0% | 708,034 | $38.1M |
| UBS Group AG | 0.01% | Reduce -12.5% | 699,309 | $37.6M |
| Silvercrest Asset Management Group LLC | 0.23% | Reduce -3.8% | 648,998 | $34.9M |
| Zimmer Partners, LP | 0.85% | New | 645,000 | $34.7M |
| Davidson Kempner Capital Management LP | 0.73% | Add +46.6% | 645,000 | $34.7M |
| Goodnow Investment Group, LLC | 3.32% | Add +15.0% | 643,740 | $34.7M |
| Border to Coast Pensions Partnership Ltd | 0.57% | No change | 604,112 | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.5% | 587,252 | $31.6M |
| Legal & General Group Plc | 0.01% | Reduce -9.1% | 578,956 | $31.2M |
| Point72 Asset Management | 0.07% | Reduce -52.5% | 560,340 | $30.2M |
| Local Pensions Partnership Investment Ltd | 0.50% | Add +17.3% | 543,000 | $29.2M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 519,312 | $28.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.6% | 512,490 | $27.6M |
| DF Dent & Co. Inc. | 0.35% | Reduce -18.5% | 509,245 | $27.4M |
| Raiffeisen Bank International AG | 0.35% | Add +3.8% | 497,051 | $26.7M |
| FIL Ltd | 0.02% | Add +36.3% | 491,936 | $26.5M |
| ArrowMark Colorado Holdings LLC | 0.47% | Reduce -36.9% | 471,166 | $25.4M |
| California Public Employees Retirement System | 0.01% | Add +15.7% | 423,375 | $22.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.3% | 420,569 | $22.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.4% | 418,404 | $22.5M |
| Thematics Asset Management | 1.02% | Add +14.8% | 418,000 | $22.5M |
| Schroder Investment Management Group | 0.02% | Reduce -6.5% | 417,252 | $22.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 404,000 | $21.7M |
| CI Investments Inc. | 0.08% | Add +1.0% | 385,620 | $20.8M |
| Swiss National Bank | 0.01% | Add +1.2% | 367,700 | $19.8M |
| Duff & Phelps Investment Management Co. | 0.21% | Reduce -12.2% | 336,909 | $18.1M |
| Tribune Investment Group LP | 8.74% | New | 335,000 | $18.0M |
| Kinetic Partners Management, LP | 0.83% | New | 317,900 | $17.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -30.9% | 314,914 | $17.0M |
| Freestone Grove Partners LP | 0.13% | Reduce -25.9% | 313,920 | $16.9M |
| BNP Paribas Financial Markets | 0.01% | Add +1.2% | 309,915 | $16.7M |
| Moore Capital Management, LP | 0.33% | New | 305,560 | $16.4M |
| PGGM Investments | 0.26% | No change | 298,500 | $16.1M |
| BLI - Banque de Luxembourg Investments | 0.44% | Reduce -10.4% | 279,700 | $15.0M |
| Sea Cliff Partners Management, LP | 5.71% | Reduce -10.7% | 277,000 | $14.9M |
| Hudson Bay Capital Management LP | 0.10% | New | 268,267 | $14.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +27.5% | 265,813 | $14.3M |
| Polar Capital Holdings Plc | 0.07% | Add +14.2% | 264,139 | $14.2M |
| Driehaus Capital Management LLC | 0.10% | Reduce -49.5% | 259,242 | $14.0M |
| Rockefeller Capital Management L.P. | 0.03% | New | 247,976 | $13.3M |
| South Street Advisors LLC | 1.67% | Add +2.2% | 237,423 | $12.8M |
| Tidal Investments LLC | 0.05% | Add +1494.7% | 232,978 | $12.5M |
"% 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.