Position in CNM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$120,077,747
+$110,735,749 QoQ
Shares Held
2,488,658
+1507.7% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#21
of 449 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $341,844,273 across 8 Industrial Distribution names. CNM ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
2,818,479 | $135,371,544 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
2,488,658 | $120,077,747 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
148,046 | $50,061,754 | |
| 4 | WSO |
Watsco Inc
|
37,680 | $15,702,385 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
6,266 | $8,524,266 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
34,749 | $8,246,979 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
12,463 | $2,103,006 | |
| 8 | POOL |
Pool Corp
|
8,174 | $1,756,592 |
All Filings in CNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,077,747 | 2,488,658 | Shares | Defined | 2026-08-05 | |
| 2025-06-30 | $9,341,998 | 154,797 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $7,453,314 | 154,281 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,934,730 | 155,858 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||