Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$164,503,983
New position
Shares Held
3,409,409
first reported quarter
Ownership
1.76%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#16
of 449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 98%
None 2%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Jupiter Topco LLC holds $2,115,259,765 across 17 Industrial Distribution names. CNM ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
7,538,616 | $1,789,139,732 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
3,409,409 | $164,503,983 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
520,229 | $59,519,398 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
247,342 | $29,421,329 | |
| 5 | TITN |
Titan Machinery Inc.
|
1,127,925 | $23,821,776 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
6,022 | $8,192,328 | |
| 7 | AIT |
Applied Industrial Technologies Inc
|
22,884 | $7,738,223 | |
| 8 | WCC |
Wesco International Inc
|
21,423 | $7,400,146 |
All Filings in CNM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,503,983 | 3,409,409 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||