Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$67,960,125
+$27,743,585 QoQ
Shares Held
1,408,500
+73.0% QoQ
Ownership
0.728%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#35
of 449 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $315,602,541 across 15 Industrial Distribution names. CNM ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
1,408,500 | $67,960,125 | |
| 2 | WSO |
Watsco Inc
|
151,160 | $62,992,906 | |
| 3 | DNOW |
DNOW Inc.
|
4,697,825 | $60,930,790 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
23,950 | $32,581,580 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
72,110 | $24,383,996 | |
| 6 | XMTR |
Xometry, Inc.
|
141,500 | $13,657,580 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
69,209 | $11,678,326 | |
| 8 | FERG |
Ferguson Enterprises Inc. /DE/
|
43,900 | $10,418,787 |
All Filings in CNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,960,125 | 1,408,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,216,540 | 814,100 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $2,226,915 | 36,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,391,566 | 318,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,828,044 | 448,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,325,560 | 74,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,070,206 | 164,900 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,423,250 | 217,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,861,117 | 763,700 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,524,290 | 815,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,163,816 | 292,400 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $1,880,794 | 97,400 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $434,850 | 19,500 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,165,056 | 38,400 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||