Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$264,828,472
-$19,354,957 QoQ
Shares Held
5,488,673
-4.6% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#10
of 452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $642,502,831 across 7 Industrial Distribution names. CNM ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
This page
|
5,488,673 | $264,828,472 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
919,100 | $218,130,003 | |
| 3 | QXO |
QXO, Inc.
|
2,884,768 | $49,848,791 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
30,120 | $40,975,248 | |
| 5 | FAST |
Fastenal Co
|
809,523 | $38,881,389 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
68,844 | $23,279,598 | |
| 7 | WSO |
Watsco Inc
|
15,740 | $6,559,330 |
All Filings in CNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,828,472 | 5,488,673 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $284,183,429 | 5,752,701 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $295,636,282 | 5,688,595 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,192,363 | 5,056,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $261,408,016 | 4,331,533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,088,262 | 4,472,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $194,004,722 | 3,810,739 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $167,028,626 | 3,761,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $131,572,987 | 2,688,455 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $138,632,020 | 2,421,520 | 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. | ||||||