Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,491,236
+$28,660,553 QoQ
Shares Held
738,689
+390.2% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Balyasny Asset Management L.P. holds $367,247,756 across 10 Industrial Distribution names. CNM ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
547,072 | $127,610,014 | |
| 2 | POOL |
Pool Corp
|
356,743 | $72,179,810 | |
| 3 | FAST |
Fastenal Co
|
1,339,778 | $62,165,699 | |
| 4 | CNM |
Core & Main, Inc.
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|
738,689 | $36,491,236 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
335,797 | $30,983,989 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
99,291 | $26,343,888 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
6,842 | $7,463,322 | |
| 8 | QXO |
QXO, Inc.
|
167,973 | $3,262,035 |
All Filings in CNM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||