ISTHMUS PARTNERS, LLC

Position in CNM — Core & Main, Inc.

CIK 1639666 MADISON, WI

Position in CNM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,802,630

-$1,812 QoQ

Shares Held

78,811

+2.3% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#142

of 449 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ISTHMUS PARTNERS, LLC holds $24,525,167 across 5 Industrial Distribution names. CNM ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	13,927	$18,946,290
2	CNM	Core & Main, Inc. This page	78,811	$3,802,630
3	FAST	Fastenal Co	19,862	$953,971
4	WCC	Wesco International Inc	1,523	$526,089
5	FERG	Ferguson Enterprises Inc. /DE/	1,248	$296,187

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,802,630	78,811	+2.3%	Shares	Sole	2026-07-20
2026-03-31	$3,804,442	77,013	-5.3%	Shares	Sole	2026-04-30
2025-12-31	$4,225,524	81,307	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$4,373,795	81,252	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$4,958,235	82,158	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$3,990,019	82,592	-0.0%	Shares	Sole	2025-05-01
2024-12-31	$4,205,115	82,599	+1.9%	Shares	Sole	2025-02-07
2024-09-30	$3,598,531	81,048	-16.1%	Shares	Sole	2024-11-14
2024-06-30	$4,728,876	96,626	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$5,589,718	97,637	+0.7%	Shares	Sole	2024-05-08
2023-12-31	$3,918,840	96,977	+7.8%	Shares	Sole	2024-02-12
2023-09-30	$2,594,278	89,923	+1.0%	Shares	Sole	2023-11-14
2023-06-30	$2,789,918	89,021	+30.5%	Shares	Sole	2023-08-03
2023-03-31	$1,575,789	68,216	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.