Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,491,386
-$2,202,014 QoQ
Shares Held
321,065
-10.4% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#87
of 453 holders
Holding Since
Sep 2022
16 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, 2026CI INVESTMENTS INC. holds $101,852,344 across 7 Industrial Distribution names. CNM ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
2,699,404 | $46,645,701 | |
| 2 | POOL |
Pool Corp
|
144,415 | $31,034,783 | |
| 3 | CNM |
Core & Main, Inc.
This page
|
321,065 | $15,491,386 | |
| 4 | FAST |
Fastenal Co
|
84,916 | $4,078,515 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
1,604 | $2,182,081 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,968 | $1,653,715 | |
| 7 | WCC |
Wesco International Inc
|
2,218 | $766,163 |
All Filings in CNM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,491,386 | 321,065 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,693,400 | 358,166 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,246,940 | 389,589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,757,924 | 385,620 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,047,483 | 381,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,202,594 | 335,388 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,190,397 | 357,305 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,586,120 | 103,291 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,091,891 | 42,744 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,473,715 | 43,209 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,899,795 | 47,013 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $155,876 | 5,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,196 | 102 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $92 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77 | 4 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $68 | 3 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||