Position in CNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$17,693,400
-$2,553,540 QoQ
Shares Held
358,166
-8.1% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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 Mar 31, 2026CI INVESTMENTS INC. holds $100,683,113 across 7 Industrial Distribution names. CNM ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
2,598,840 | $50,469,472 | |
| 2 | POOL |
Pool Corp
|
143,186 | $28,970,823 | |
| 3 | CNM |
Core & Main, Inc.
This page
|
358,166 | $17,693,400 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,959 | $1,623,256 | |
| 5 | FAST |
Fastenal Co
|
14,809 | $687,137 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
576 | $628,306 | |
| 7 | WCC |
Wesco International Inc
|
2,232 | $610,719 |
All Filings in CNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||