Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,361,200
-$2,307,860 QoQ
Shares Held
898,000
0.0% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Derivatives in CNM
reported options exposure · as of Mar 31, 2026CallValue
$4,940,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Industrial Distribution
Industrials · as of Mar 31, 2026DENDUR CAPITAL LP holds $44,361,200 across 1 Industrial Distribution name. CNM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
898,000 | $44,361,200 |
All Filings in CNM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,940,000 | 100,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $44,361,200 | 898,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,669,060 | 898,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,339,340 | 898,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||