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Hill City Capital, LP

Position in CNM — Core & Main, Inc.

CIK 1837343 BOSTON, MA

Position in CNM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$42,859,440
+$1,439,350 QoQ
Shares Held
867,600
+8.9% QoQ
Ownership
0.448%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026

Hill City Capital, LP holds $42,859,440 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
867,600 $42,859,440

All Filings in CNM

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $42,859,440 867,600
2025-12-31 $41,420,090 797,000
2025-09-30 $41,745,165 775,500
2025-06-30 $46,722,970 774,200
2025-03-31 $37,401,602 774,200
2024-12-31 $39,414,522 774,200
2024-09-30 $34,374,480 774,200
2024-06-30 $37,889,348 774,200
2024-03-31 $34,201,150 597,400
2023-12-31 $24,043,950 595,000
2023-09-30 $17,165,750 595,000
2023-06-30 $9,402,000 300,000