ROYAL LONDON ASSET MANAGEMENT LTD

Position in CNM — Core & Main, Inc.

CIK 863748 UNITED KINGDOM, X0

Position in CNM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$284,183,429

-$11,452,853 QoQ

Shares Held

5,752,701

+1.1% QoQ

Ownership

2.97%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $590,292,290 across 8 Industrial Distribution names. CNM ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNM	Core & Main, Inc. This page	5,752,701	$284,183,429
2	FERG	Ferguson Enterprises Inc. /DE/	698,932	$163,032,878
3	AIT	Applied Industrial Technologies Inc	144,286	$38,281,961
4	FAST	Fastenal Co	816,737	$37,896,596
5	GWW	W.W. Grainger, Inc.	30,871	$33,674,398
6	QXO	QXO, Inc.	1,382,956	$26,857,005
7	WSO	Watsco Inc	15,740	$5,726,054
8	POOL	Pool Corp	3,163	$639,969

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$284,183,429	5,752,701	+1.1%	Shares	Sole	2026-05-01
2025-12-31	$295,636,282	5,688,595	+12.5%	Shares	Sole	2026-02-13
2025-09-30	$272,192,363	5,056,518	+16.7%	Shares	Sole	2025-11-13
2025-06-30	$261,408,016	4,331,533	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$216,088,262	4,472,951	+17.4%	Shares	Sole	2025-05-13
2024-12-31	$194,004,722	3,810,739	+1.3%	Shares	Sole	2025-02-11
2024-09-30	$167,028,626	3,761,906	+39.9%	Shares	Sole	2024-11-14
2024-06-30	$131,572,987	2,688,455	+11.0%	Shares	Sole	2024-08-07
2024-03-31	$138,632,020	2,421,520	+59.8%	Shares	Sole	2024-05-14
2023-12-31	$61,229,110	1,515,197	—	Shares	Sole	2024-03-01
No filing history on record for this holder in this stock.