Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$602,304
-$405,914 QoQ
Shares Held
12,483
-35.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#260
of 449 holders
Holding Since
Sep 2025
3 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, 2026Polymer Capital Management (US) LLC holds $1,036,380 across 2 Industrial Distribution names. CNM ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
12,483 | $602,304 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,829 | $434,076 |
All Filings in CNM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,304 | 12,483 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,008,218 | 19,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,104,160 | 39,089 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||