Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$111,389,419
-$11,246,575 QoQ
Shares Held
2,308,589
-7.0% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#25
of 452 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026FIDUCIARY MANAGEMENT INC /WI/ holds $311,911,197 across 2 Industrial Distribution names. CNM ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
844,907 | $200,521,778 | |
| 2 | CNM |
Core & Main, Inc.
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|
2,308,589 | $111,389,419 |
All Filings in CNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,389,419 | 2,308,589 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $122,635,994 | 2,482,510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $135,794,699 | 2,612,944 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $146,515,785 | 2,721,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,510,612 | 2,311,692 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $137,284,169 | 2,841,734 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $144,262,750 | 2,833,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $126,180,493 | 2,841,903 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $114,551,362 | 2,340,649 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $133,698,501 | 2,335,345 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $93,030,204 | 2,302,158 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,594,579 | 2,065,670 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||