Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,246,562
-$2,294,240 QoQ
Shares Held
753,979
-0.9% QoQ
Ownership
0.390%
of shares outstanding
% of Portfolio
5.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026GOODNOW INVESTMENT GROUP, LLC holds $38,559,548 across 2 Industrial Distribution names. CNM ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
753,979 | $37,246,562 | |
| 2 | QXO |
QXO, Inc.
|
67,610 | $1,312,986 |
All Filings in CNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,246,562 | 753,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,540,802 | 760,839 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,652,524 | 643,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,792,379 | 559,940 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,414,958 | 567,480 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,431,835 | 538,830 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||