Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,621,750
-$17,208,250 QoQ
Shares Held
759,000
-24.1% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
4.61%
of 13F equity value
Holder Rank
#50
of 453 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Bornite Capital Management LP holds $36,621,750 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
|
759,000 | $36,621,750 |
All Filings in CNM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,621,750 | 759,000 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $53,830,000 | 1,000,000 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $14,493,000 | 300,000 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $12,748,870 | 260,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $601,125 | 10,500 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||