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Equibles

Select Equity Group, L.P.

Position in CNM — Core & Main, Inc.

CIK 1592643 NEW YORK, NY
Back to CNM Full portfolio

Position in CNM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$281,792,496
-$76,565,329 QoQ
Shares Held
5,840,259
-19.5% QoQ
Ownership
3.02%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#9
of 453 holders
Holding Since
Sep 2021
20 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

Select Equity Group, L.P. holds $382,841,077 across 3 Industrial Distribution names. CNM ranks #1 (73.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CNM
Core & Main, Inc.
This page 		5,840,259 $281,792,496
2 QXO
QXO, Inc.
 3,860,354 $66,706,917
3 POOL
Pool Corp
 159,803 $34,341,664

All Filings in CNM

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $281,792,496 5,840,259
2026-03-31 $358,357,825 7,254,207
2025-12-31 $404,242,200 7,778,376
2025-09-30 $521,687,846 9,691,396
2025-06-30 $691,954,632 11,465,694
2025-03-31 $622,325,506 12,881,919
2024-12-31 $671,135,278 13,182,779
2024-09-30 $727,050,976 16,375,022
2024-06-30 $754,986,466 15,426,777
2024-03-31 $880,923,039 15,387,302
2023-12-31 $370,139,678 9,159,606
2023-09-30 $134,380,963 4,657,919
2023-06-30 $150,988,598 4,817,760
2023-03-31 $136,004,414 5,887,637
2022-12-31 $179,978,198 9,320,466
2022-09-30 $258,768,374 11,379,436
2022-06-30 $249,052,867 11,168,290
2022-03-31 $281,549,417 11,639,083
2021-12-31 $261,553,008 8,620,732
2021-09-30 $215,017,220 8,203,633