Position in CNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,544,965
+$1,035,815 QoQ
Shares Held
32,020
+226.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#199
of 449 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Oak Thistle LLC holds $14,823,014 across 7 Industrial Distribution names. CNM ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
26,822 | $3,190,476 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
27,151 | $3,106,345 | |
| 3 | WCC |
Wesco International Inc
|
7,128 | $2,462,225 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
6,659 | $2,251,740 | |
| 5 | CNM |
Core & Main, Inc.
This page
|
32,020 | $1,544,965 | |
| 6 | WSO |
Watsco Inc
|
2,905 | $1,210,600 | |
| 7 | POOL |
Pool Corp
|
4,917 | $1,056,663 |
All Filings in CNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,965 | 32,020 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $509,150 | 9,797 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $231,502 | 3,836 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $242,274 | 5,015 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,618,276 | 31,787 | Shares | Sole | 2025-01-14 | |
| 2024-03-31 | $468,476 | 8,183 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $855,762 | 21,177 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $563,729 | 19,540 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $537,888 | 17,163 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $402,101 | 17,407 | Shares | Sole | 2023-04-27 | |
| 2022-03-31 | $268,725 | 11,109 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||