Impax Asset Management Group plc

Position in CNM — Core & Main, Inc.

CIK 1749768 LONDON, X0

Position in CNM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$202,824,568

+$61,967,039 QoQ

Shares Held

4,203,618

+47.4% QoQ

Ownership

2.17%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#13

of 453 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Industrials · as of Jun 30, 2026

Impax Asset Management Group plc holds $432,398,082 across 5 Industrial Distribution names. CNM ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNM	Core & Main, Inc. This page	4,203,618	$202,824,568
2	QXO	QXO, Inc.	5,861,003	$101,278,131
3	SITE	SiteOne Landscape Supply, Inc.	836,410	$95,693,668
4	FERG	Ferguson Enterprises Inc. /DE/	70,177	$16,655,107
5	GWW	W.W. Grainger, Inc.	11,722	$15,946,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,824,568	4,203,618	+47.4%	Shares	Defined	2026-08-11
2026-03-31	$140,857,529	2,851,367	-0.7%	Shares	Defined	2026-05-12
2025-12-31	$149,288,762	2,872,595	+10.8%	Shares	Defined	2026-01-29
2025-09-30	$139,593,140	2,593,222	-19.2%	Shares	Defined	2025-11-06
2025-06-30	$193,605,274	3,208,041	0.0%	Shares	Defined	2025-08-08
2025-03-31	$154,980,460	3,208,041	-6.5%	Shares	Defined	2025-04-29
2024-12-31	$174,661,366	3,430,787	+70.4%	Shares	Defined	2025-02-04
2024-09-30	$89,416,272	2,013,880	+373.0%	Shares	Defined	2024-11-06
2024-06-30	$20,836,841	425,763	0.0%	Shares	Defined	2024-11-08
2024-03-31	$24,374,931	425,763	-21.3%	Shares	Defined	2024-04-30
2023-12-31	$21,869,892	541,200	-22.7%	Shares	Defined	2024-01-26
2023-09-30	$20,209,021	700,486	0.0%	Shares	Defined	2023-11-07
2023-06-30	$21,953,231	700,486	0.0%	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.