Position in CNM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$135,256,804
-$848,260 QoQ
Shares Held
2,737,992
+4.5% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026KBC Group NV holds $319,248,045 across 15 Industrial Distribution names. CNM ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
671,258 | $156,577,640 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
2,737,992 | $135,256,804 | |
| 3 | FAST |
Fastenal Co
|
253,151 | $11,746,205 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
9,877 | $10,773,930 | |
| 5 | WSO |
Watsco Inc
|
4,331 | $1,575,573 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
8,244 | $1,097,358 | |
| 7 | POOL |
Pool Corp
|
3,083 | $623,783 | |
| 8 | WCC |
Wesco International Inc
|
1,535 | $420,006 |
All Filings in CNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||