Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,107,499
-$13,296,902 QoQ
Shares Held
1,017,772
-19.4% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
12.68%
of 13F equity value
Holder Rank
#45
of 453 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CDAM (UK) Ltd holds $49,107,499 across 1 Industrial Distribution name. CNM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
1,017,772 | $49,107,499 |
All Filings in CNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,107,499 | 1,017,772 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,404,401 | 1,263,247 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,343,966 | 1,276,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $62,590,401 | 1,162,742 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $84,085,232 | 1,393,293 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $69,520,408 | 1,439,048 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,293,497 | 1,439,668 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $56,689,742 | 1,276,796 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,803,592 | 690,715 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $38,770,558 | 677,215 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||