Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,538,353
-$2,779,564 QoQ
Shares Held
1,793,541
-0.8% QoQ
Ownership
0.927%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#30
of 453 holders
Holding Since
Dec 2023
11 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, 2026Forest Avenue Capital Management LP holds $165,778,868 across 2 Industrial Distribution names. CNM ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
1,793,541 | $86,538,353 | |
| 2 | QXO |
QXO, Inc.
|
4,585,678 | $79,240,515 |
All Filings in CNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,538,353 | 1,793,541 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $89,317,917 | 1,808,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $97,697,519 | 1,879,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,152,332 | 1,247,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,706,170 | 1,503,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,307,117 | 1,372,534 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,134,051 | 1,240,111 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $49,827,944 | 1,122,251 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,403,390 | 948,169 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,661,025 | 622,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,084,758 | 323,800 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||