Position in CNM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$263,975
+$27,152 QoQ
Shares Held
5,471
+14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 449 holders
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 Jun 30, 2026GAMMA Investing LLC holds $10,691,187 across 21 Industrial Distribution names. CNM ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
80,800 | $3,880,824 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
1,354 | $1,841,981 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,378 | $1,513,690 | |
| 4 | WSO |
Watsco Inc
|
1,951 | $813,040 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
1,793 | $606,302 | |
| 6 | POOL |
Pool Corp
|
2,071 | $445,057 | |
| 7 | WCC |
Wesco International Inc
|
992 | $342,666 | |
| 8 | CNM |
Core & Main, Inc.
This page
|
5,471 | $263,975 |
All Filings in CNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,975 | 5,471 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $236,823 | 4,794 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $244,882 | 4,712 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $277,547 | 5,156 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $351,176 | 5,819 | Shares | Defined | 2025-07-14 | |
| 2024-12-31 | $112,969 | 2,219 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $59,851 | 1,348 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $40,962 | 837 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $63,375 | 1,107 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $39,763 | 984 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||