Position in CNM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$166,837,680
-$73,457,410 QoQ
Shares Held
3,377,281
-27.0% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 91.89664703647698.ToString("F0")%
None 8.103352963523024.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $1,714,021,642 across 18 Industrial Distribution names. CNM ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,107,108 | $1,424,544,008 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
3,377,281 | $166,837,680 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
410,854 | $54,688,775 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
205,340 | $18,946,721 | |
| 5 | TITN |
Titan Machinery Inc.
|
719,639 | $12,032,364 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
5,948 | $6,488,138 | |
| 7 | FAST |
Fastenal Co
|
127,984 | $5,938,456 | |
| 8 | WCC |
Wesco International Inc
|
21,425 | $5,862,308 |
All Filings in CNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,837,680 | 3,377,281 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $240,295,090 | 4,623,727 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $277,657,076 | 5,158,036 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $292,129,182 | 4,840,583 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $234,075,184 | 4,845,274 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $251,031,912 | 4,930,896 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $222,704,493 | 5,015,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $246,840,094 | 5,043,729 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $298,027,925 | 5,205,728 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $247,273,999 | 6,119,129 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $148,563,937 | 5,149,530 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $180,652,658 | 5,764,284 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $181,211,136 | 7,844,638 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $150,866,111 | 7,812,849 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $179,012,325 | 7,872,134 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $148,440,304 | 6,656,516 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $161,704,511 | 6,684,767 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $161,389,594 | 5,319,367 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $140,834,481 | 5,373,311 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||