Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,815,483
-$4,356,684 QoQ
Shares Held
198,694
-27.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
5.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Sea Cliff Partners Management, LP holds $33,405,904 across 2 Industrial Distribution names. CNM ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
86,216 | $23,590,421 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
198,694 | $9,815,483 |
All Filings in CNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,815,483 | 198,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,172,167 | 272,699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,910,910 | 277,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,708,500 | 310,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,961,641 | 351,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,709,300 | 230,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||