Position in CNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$40,216,540
+$37,989,625 QoQ
Shares Held
814,100
+2106.2% QoQ
Ownership
0.421%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026RENAISSANCE TECHNOLOGIES LLC holds $219,038,640 across 12 Industrial Distribution names. CNM ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
216,400 | $78,724,156 | |
| 2 | DNOW |
DNOW Inc.
|
4,458,025 | $53,095,077 | |
| 3 | CNM |
Core & Main, Inc.
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|
814,100 | $40,216,540 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
19,240 | $20,987,186 | |
| 5 | GIC |
GLOBAL INDUSTRIAL Co
|
352,571 | $11,113,037 | |
| 6 | DXPE |
Dxp Enterprises Inc
|
45,109 | $6,303,080 | |
| 7 | BXC |
BlueLinx Holdings Inc.
|
36,600 | $1,982,988 | |
| 8 | QXO |
QXO, Inc.
|
98,800 | $1,918,696 |
All Filings in CNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||