LECAP ASSET MANAGEMENT LTD

Position in CNM — Core & Main, Inc.

CIK 1990849 LONDON, X0

Position in CNM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$492,680

-$906,229 QoQ

Shares Held

10,211

-63.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#271

of 449 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LECAP ASSET MANAGEMENT LTD holds $2,084,211 across 5 Industrial Distribution names. CNM ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc	1,765	$596,834
2	CNM	Core & Main, Inc. This page	10,211	$492,680
3	MSM	Msc Industrial Direct Co Inc	3,918	$466,046
4	WCC	Wesco International Inc	858	$296,378
5	FAST	Fastenal Co	4,836	$232,273

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,680	10,211	-63.9%	Shares	Sole	2026-07-30
2026-03-31	$1,398,909	28,318	+191.1%	Shares	Sole	2026-04-30
2025-06-30	$587,024	9,727	-86.1%	Shares	Sole	2025-07-21
2024-09-30	$3,111,196	70,072	+292.3%	Shares	Sole	2024-10-22
2023-12-31	$721,722	17,860	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.