Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,902,709
+$17,799,698 QoQ
Shares Held
391,766
+1745.9% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#80
of 452 holders
Holding Since
Jun 2025
4 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, 2026Freestone Grove Partners LP holds $94,602,574 across 7 Industrial Distribution names. CNM ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
321,239 | $38,211,379 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
24,360 | $33,139,344 | |
| 3 | CNM |
Core & Main, Inc.
This page
|
391,766 | $18,902,709 | |
| 4 | POOL |
Pool Corp
|
11,390 | $2,447,711 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
45,145 | $977,037 | |
| 6 | WSO |
Watsco Inc
|
2,195 | $914,722 | |
| 7 | WCC |
Wesco International Inc
|
28 | $9,672 |
All Filings in CNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,902,709 | 391,766 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,103,011 | 21,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,898,313 | 313,920 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,550,198 | 423,367 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||