Position in CNM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$140,857,529
-$8,431,233 QoQ
Shares Held
2,851,367
-0.7% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Impax Asset Management Group plc holds $376,866,563 across 6 Industrial Distribution names. CNM ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
2,851,367 | $140,857,529 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
824,430 | $109,739,877 | |
| 3 | QXO |
QXO, Inc.
|
4,713,068 | $91,527,780 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
70,902 | $16,538,600 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
14,706 | $16,041,453 | |
| 6 | WCC |
Wesco International Inc
|
7,899 | $2,161,324 |
All Filings in CNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,857,529 | 2,851,367 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $149,288,762 | 2,872,595 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $139,593,140 | 2,593,222 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $193,605,274 | 3,208,041 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $154,980,460 | 3,208,041 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $174,661,366 | 3,430,787 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $89,416,272 | 2,013,880 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $20,836,841 | 425,763 | Shares | Defined | 2024-11-08 | |
| 2024-03-31 | $24,374,931 | 425,763 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $21,869,892 | 541,200 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $20,209,021 | 700,486 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $21,953,231 | 700,486 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $16,181,226 | 700,486 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||