Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$103,737,500
-$2,472,500 QoQ
Shares Held
2,150,000
0.0% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#27
of 453 holders
Holding Since
Mar 2024
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, 2026SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $117,786,295 across 2 Industrial Distribution names. CNM ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
2,150,000 | $103,737,500 | |
| 2 | QXO |
QXO, Inc.
|
813,009 | $14,048,795 |
All Filings in CNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,737,500 | 2,150,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $106,210,000 | 2,150,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,735,500 | 2,150,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $115,734,500 | 2,150,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,857,500 | 2,450,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,359,500 | 2,450,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,365,000 | 1,500,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,600,000 | 1,500,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,682,000 | 300,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,175,000 | 300,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||