Position in CNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$49,632,362
+$6,772,922 QoQ
Shares Held
1,028,650
+18.6% QoQ
Ownership
0.532%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#44
of 453 holders
Holding Since
Jun 2023
13 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, 2026Hill City Capital, LP holds $49,964,151 across 2 Industrial Distribution names. CNM ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
1,028,650 | $49,632,362 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
2,900 | $331,789 |
All Filings in CNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,632,362 | 1,028,650 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $42,859,440 | 867,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,420,090 | 797,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,745,165 | 775,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,722,970 | 774,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,401,602 | 774,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $39,414,522 | 774,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,374,480 | 774,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,889,348 | 774,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,201,150 | 597,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,043,950 | 595,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,165,750 | 595,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,402,000 | 300,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||