Machina Capital S.A.S.

Position in CNM — Core & Main, Inc.

CIK 1744373 PARIS, I0

Position in CNM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$286,315

+$78,639 QoQ

Shares Held

5,934

+53.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#314

of 449 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Machina Capital S.A.S. holds $7,380,366 across 5 Industrial Distribution names. CNM ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	77,784	$3,735,965
2	GWW	W.W. Grainger, Inc.	1,064	$1,447,465
3	AIT	Applied Industrial Technologies Inc	4,111	$1,390,134
4	POOL	Pool Corp	2,422	$520,487
5	CNM	Core & Main, Inc. This page	5,934	$286,315

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,315	5,934	+53.8%	Shares	Sole	2026-08-10
2025-09-30	$207,676	3,858	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.