Position in CNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,356,182
-$6,368,162 QoQ
Shares Held
47,696
-72.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $72,561,984 across 7 Industrial Distribution names. CNM ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
147,380 | $53,615,370 | |
| 2 | BXC |
BlueLinx Holdings Inc.
|
126,129 | $6,833,669 | |
| 3 | GIC |
GLOBAL INDUSTRIAL Co
|
138,794 | $4,374,786 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
3,921 | $4,277,066 | |
| 5 | CNM |
Core & Main, Inc.
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|
47,696 | $2,356,182 | |
| 6 | DXPE |
Dxp Enterprises Inc
|
6,087 | $850,536 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
7,546 | $254,375 |
All Filings in CNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,356,182 | 47,696 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $8,724,344 | 171,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,572,396 | 193,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,588,098 | 155,049 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,504,559 | 131,084 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,707,562 | 116,495 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,767,263 | 95,919 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||