Position in CNM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$321,824,549
-$64,906,412 QoQ
Shares Held
6,514,667
-12.5% QoQ
Ownership
3.37%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 93.22964627355474.ToString("F0")%
Shared 0.ToString("F0")%
None 6.770353726445267.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Pictet Asset Management Holding SA holds $1,109,104,059 across 15 Industrial Distribution names. CNM ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,868,181 | $669,031,900 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
6,514,667 | $321,824,549 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
41,991 | $45,804,206 | |
| 4 | FAST |
Fastenal Co
|
820,767 | $38,083,588 | |
| 5 | QXO |
QXO, Inc.
|
1,039,849 | $20,193,867 | |
| 6 | WSO |
Watsco Inc
|
15,717 | $5,717,687 | |
| 7 | WCC |
Wesco International Inc
|
7,886 | $2,157,767 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
6,177 | $1,638,881 |
All Filings in CNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,824,549 | 6,514,667 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $386,730,961 | 7,441,427 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $448,331,767 | 8,328,660 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $466,222,760 | 7,725,315 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $379,575,100 | 7,857,071 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $407,619,518 | 8,006,669 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $354,888,045 | 7,992,974 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $389,417,341 | 7,957,036 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $438,534,026 | 7,659,983 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $258,571,386 | 6,398,698 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $146,313,929 | 5,071,540 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||