Position in CNM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$16,685,541
-$379,639 QoQ
Shares Held
337,764
+2.9% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Thrivent Financial for Lutherans holds $449,797,170 across 12 Industrial Distribution names. CNM ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
6,228,060 | $288,981,983 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
234,982 | $62,345,424 | |
| 3 | WCC |
Wesco International Inc
|
191,978 | $52,529,018 | |
| 4 | CNM |
Core & Main, Inc.
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|
337,764 | $16,685,541 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
47,500 | $11,079,849 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
71,554 | $6,602,287 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
91,936 | $3,099,162 | |
| 8 | WSO |
Watsco Inc
|
7,869 | $2,862,663 |
All Filings in CNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,685,541 | 337,764 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,065,180 | 328,366 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,308,713 | 265,813 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,582,914 | 208,499 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $7,072,728 | 146,403 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $6,448,107 | 126,657 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,849,589 | 109,225 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $5,040,721 | 102,998 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,115,387 | 106,819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,218,116 | 104,383 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,242,135 | 77,717 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,420,388 | 77,230 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,859,849 | 123,803 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $868,138 | 44,958 | Shares | Defined | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||