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ACK Asset Management LLC

Position in CNM — Core & Main, Inc.

CIK 1510940 GREENWICH, CT

Position in CNM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$52,592,500
+$8,132,500 QoQ
Shares Held
1,090,000
+21.1% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
6.35%
of 13F equity value
Holder Rank
#41
of 453 holders
Holding Since
Mar 2023
10 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 Jun 30, 2026

ACK Asset Management LLC holds $129,257,800 across 3 Industrial Distribution names. CNM ranks #1 (40.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CNM
Core & Main, Inc.
This page
1,090,000 $52,592,500

All Filings in CNM

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,592,500 1,090,000
2026-03-31 $44,460,000 900,000
2025-12-31 $46,773,000 900,000
2025-09-30 $48,447,000 900,000
2024-06-30 $66,166,880 1,352,000
2024-03-31 $77,402,000 1,352,000
2023-12-31 $54,634,320 1,352,000
2023-09-30 $37,649,250 1,305,000
2023-06-30 $36,197,700 1,155,000
2023-03-31 $19,057,500 825,000