Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,034,475
+$23,792,475 QoQ
Shares Held
933,357
+117.1% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#47
of 453 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Derivatives in CNM
reported options exposure · as of Jun 30, 2026CallValue
$4,825,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Zimmer Partners, LP holds $54,192,529 across 2 Industrial Distribution names. CNM ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
933,357 | $45,034,475 | |
| 2 | QXO |
QXO, Inc.
|
529,980 | $9,158,054 |
All Filings in CNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,825,000 | 100,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $45,034,475 | 933,357 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,242,000 | 430,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,394,000 | 200,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,720,350 | 645,000 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $57,853,200 | 1,303,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,032,700 | 205,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,331,250 | 425,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||