Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,142,131
-$23,970,944 QoQ
Shares Held
230,925
-67.5% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#100
of 453 holders
Holding Since
Sep 2021
12 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, 2026Engineers Gate Manager LP holds $43,620,171 across 13 Industrial Distribution names. CNM ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
230,925 | $11,142,131 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
32,083 | $10,848,866 | |
| 3 | WCC |
Wesco International Inc
|
24,138 | $8,337,989 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
25,347 | $6,015,603 | |
| 5 | DXPE |
Dxp Enterprises Inc
|
11,429 | $1,928,529 | |
| 6 | FAST |
Fastenal Co
|
25,910 | $1,244,457 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
10,630 | $1,216,178 | |
| 8 | QXO |
QXO, Inc.
|
64,418 | $1,113,143 |
All Filings in CNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,142,131 | 230,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,113,075 | 710,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,120,967 | 98,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,189,642 | 170,716 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $356,065 | 5,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,053,984 | 146,015 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,590,655 | 129,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $892,440 | 20,100 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $268,997 | 9,324 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,112,352 | 57,605 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $1,496,581 | 49,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,930,156 | 73,642 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||