Position in CNM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,388,688
+$324,274 QoQ
Shares Held
236,035
+5.4% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#6
of 67 holders
Holding Since
Mar 2023
14 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, 2026Perpetual Ltd holds $79,191,257 across 2 Industrial Distribution names. CNM ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
285,689 | $67,802,569 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
236,035 | $11,388,688 |
All Filings in CNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,388,688 | 236,035 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $11,064,414 | 223,976 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $11,460,060 | 220,513 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $12,210,043 | 226,826 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $14,060,524 | 232,983 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $10,805,546 | 223,671 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $10,134,195 | 199,061 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $6,193,178 | 139,486 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $10,709,099 | 218,821 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $13,755,457 | 240,270 | Shares | Defined | 2024-04-16 | |
| 2023-12-31 | $10,014,002 | 247,810 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $6,919,297 | 239,837 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $7,064,255 | 225,407 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $5,093,041 | 220,478 | Shares | Defined | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||