Position in CNM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$133,677,252
-$1,579,552 QoQ
Shares Held
2,770,513
+1.2% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#19
of 452 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026KBC Group NV holds $340,132,775 across 15 Industrial Distribution names. CNM ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
652,456 | $154,847,381 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
2,770,513 | $133,677,252 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
175,183 | $20,042,687 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
10,282 | $13,987,632 | |
| 5 | FAST |
Fastenal Co
|
260,753 | $12,523,965 | |
| 6 | WSO |
Watsco Inc
|
6,011 | $2,504,963 | |
| 7 | POOL |
Pool Corp
|
3,083 | $662,536 | |
| 8 | WCC |
Wesco International Inc
|
1,535 | $530,235 |
All Filings in CNM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,677,252 | 2,770,513 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $135,256,804 | 2,737,992 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $136,105,064 | 2,618,916 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $126,320,600 | 2,346,658 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $122,040,192 | 2,022,207 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $83,373,881 | 1,725,810 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $83,448,515 | 1,639,138 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $60,337,602 | 1,358,955 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $61,662,589 | 1,259,963 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $62,771,476 | 1,096,445 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $33,391,065 | 826,307 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,955,575 | 657,039 | Shares | Defined | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||