Position in CNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,904,062
-$370,829 QoQ
Shares Held
220,730
+1.7% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026South Street Advisors LLC holds $10,904,062 across 1 Industrial Distribution name. CNM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
220,730 | $10,904,062 |
All Filings in CNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,904,062 | 220,730 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,274,891 | 216,950 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,780,480 | 237,423 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,024,917 | 232,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,192,509 | 231,681 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,754,304 | 230,884 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,395,993 | 234,144 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,426,587 | 172,182 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||