Gotham Asset Management, LLC

Position in CNM — Core & Main, Inc.

CIK 1510387 NEW YORK, NY

Position in CNM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,003,423

+$11,137,388 QoQ

Shares Held

269,501

+613.5% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#91

of 453 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Gotham Asset Management, LLC holds $279,252,036 across 11 Industrial Distribution names. CNM ranks #10 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCC	Wesco International Inc	136,422	$47,124,251
2	POOL	Pool Corp	162,371	$34,893,527
3	MSM	Msc Industrial Direct Co Inc	278,004	$33,068,575
4	GWW	W.W. Grainger, Inc.	21,624	$29,417,289
5	FAST	Fastenal Co	567,547	$27,259,282
6	WSO	Watsco Inc	63,068	$26,282,327
7	FERG	Ferguson Enterprises Inc. /DE/	108,901	$25,845,474
8	QXO	QXO, Inc.	1,469,844	$25,398,904

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,003,423	269,501	+613.5%	Shares	Sole	2026-08-14
2026-03-31	$1,866,035	37,774	+462.1%	Shares	Sole	2026-05-15
2025-12-31	$349,238	6,720	-68.5%	Shares	Sole	2026-02-17
2025-09-30	$1,149,324	21,351	-70.0%	Shares	Sole	2025-11-14
2025-06-30	$4,294,807	71,165	+287.5%	Shares	Sole	2025-08-14
2025-03-31	$887,261	18,366	+260.0%	Shares	Sole	2025-05-15
2024-12-31	$259,742	5,102	-65.8%	Shares	Sole	2025-02-14
2024-09-30	$661,782	14,905	-57.3%	Shares	Sole	2024-11-14
2024-06-30	$1,709,523	34,931	-12.9%	Shares	Sole	2024-08-14
2024-03-31	$2,295,152	40,090	-48.2%	Shares	Sole	2024-05-15
2023-12-31	$3,124,945	77,331	+23.7%	Shares	Sole	2024-02-14
2023-09-30	$1,802,836	62,490	+269.5%	Shares	Sole	2023-11-14
2023-06-30	$530,022	16,912	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.