Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,718,418
-$5,986,196 QoQ
Shares Held
201,418
-34.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#107
of 449 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, 2026ExodusPoint Capital Management, LP holds $84,631,181 across 12 Industrial Distribution names. CNM ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
2,811,792 | $48,587,765 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
201,418 | $9,718,418 | |
| 3 | DNOW |
DNOW Inc.
|
537,207 | $6,967,574 | |
| 4 | WCC |
Wesco International Inc
|
16,874 | $5,828,785 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
|
42,265 | $4,835,538 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
7,812 | $2,641,627 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
104,228 | $2,255,744 | |
| 8 | DSGR |
Distribution Solutions Group, Inc.
|
40,152 | $1,098,157 |
All Filings in CNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,718,418 | 201,418 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $15,704,614 | 308,478 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $476,500 | 10,732 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $1,647,152 | 40,761 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,403,405 | 117,969 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,824,232 | 122,024 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $813,466 | 35,215 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,814,123 | 145,734 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $477,881 | 21,015 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $371,361 | 16,653 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $223,805 | 9,252 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $238,301 | 9,092 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||