Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$358,357,825
-$45,884,375 QoQ
Shares Held
7,254,207
-6.7% QoQ
Ownership
3.75%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Select Equity Group, L.P. holds $408,791,293 across 2 Industrial Distribution names. CNM ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
7,254,207 | $358,357,825 | |
| 2 | QXO |
QXO, Inc.
|
2,596,986 | $50,433,468 |
All Filings in CNM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,357,825 | 7,254,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,242,200 | 7,778,376 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $521,687,846 | 9,691,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $691,954,632 | 11,465,694 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $622,325,506 | 12,881,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $671,135,278 | 13,182,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $727,050,976 | 16,375,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,986,466 | 15,426,777 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $880,923,039 | 15,387,302 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $370,139,678 | 9,159,606 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,380,963 | 4,657,919 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $150,988,598 | 4,817,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $136,004,414 | 5,887,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $179,978,198 | 9,320,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $258,768,374 | 11,379,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,052,867 | 11,168,290 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $281,549,417 | 11,639,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $261,553,008 | 8,620,732 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,017,220 | 8,203,633 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||