Position in CNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$89,317,917
-$8,379,602 QoQ
Shares Held
1,808,055
-3.8% QoQ
Ownership
0.934%
of shares outstanding
% of Portfolio
5.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Forest Avenue Capital Management LP holds $179,092,362 across 2 Industrial Distribution names. CNM ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
4,622,783 | $89,774,445 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
1,808,055 | $89,317,917 |
All Filings in CNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||