Position in CNM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$131,560,151
-$3,065,476 QoQ
Shares Held
2,663,161
+2.8% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 98.94317316902733.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0568268309726674.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026BESSEMER GROUP INC holds $208,269,852 across 17 Industrial Distribution names. CNM ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
2,663,161 | $131,560,151 | |
| 2 | QXO |
QXO, Inc.
|
1,622,347 | $31,505,974 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
118,275 | $31,380,718 | |
| 4 | FAST |
Fastenal Co
|
87,832 | $4,075,402 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
3,559 | $3,882,189 | |
| 6 | DNOW |
DNOW Inc.
|
223,304 | $2,659,550 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
3,842 | $896,183 | |
| 8 | POOL |
Pool Corp
|
4,159 | $841,487 |
All Filings in CNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,560,151 | 2,663,161 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $134,625,627 | 2,590,449 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $170,255,833 | 3,162,843 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $203,468,510 | 3,371,475 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $162,187,827 | 3,357,231 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $195,249,109 | 3,835,182 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $169,360,511 | 3,814,426 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $183,467,589 | 3,748,827 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $148,071,109 | 2,586,395 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $10,288,099 | 254,593 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $399,485 | 13,847 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $439,793 | 14,033 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $384,936 | 16,664 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $334,949 | 17,346 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $394,447 | 17,346 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $386,814 | 17,346 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $419,598 | 17,346 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $410,742 | 13,538 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $358,631 | 13,683 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||