Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,635,476
-$26,855,760 QoQ
Shares Held
199,699
-73.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#109
of 452 holders
Holding Since
Sep 2021
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, 2026Balyasny Asset Management L.P. holds $374,422,788 across 10 Industrial Distribution names. CNM ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
7,762,412 | $134,134,479 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
379,746 | $90,125,118 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
456,856 | $52,268,894 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
28,730 | $39,084,292 | |
| 5 | POOL |
Pool Corp
|
153,626 | $33,014,227 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
44,880 | $15,176,172 | |
| 7 | CNM |
Core & Main, Inc.
This page
|
199,699 | $9,635,476 | |
| 8 | BXC |
BlueLinx Holdings Inc.
|
9,656 | $597,513 |
All Filings in CNM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,635,476 | 199,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,491,236 | 738,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,830,683 | 150,677 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,080,848 | 763,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,078,725 | 1,045,215 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,719,470 | 884,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $372,661 | 7,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,252,213 | 28,203 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $740,013 | 12,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,139,525 | 374,648 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $3,646,534 | 116,354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,723,329 | 74,603 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,378,822 | 148,585 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $3,531,860 | 146,005 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,642,202 | 153,006 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,364,577 | 128,370 | Shares | Sole | 2021-12-01 | |
| No filing history on record for this holder in this stock. | ||||||