Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,599,027
+$39,242,845 QoQ
Shares Held
862,156
+1707.6% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#49
of 453 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $128,491,081 across 11 Industrial Distribution names. CNM ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
123,775 | $51,580,755 | |
| 2 | CNM |
Core & Main, Inc.
This page
|
862,156 | $41,599,027 | |
| 3 | BXC |
BlueLinx Holdings Inc.
|
169,923 | $10,514,835 | |
| 4 | DXPE |
Dxp Enterprises Inc
|
51,057 | $8,615,358 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
4,467 | $6,076,906 | |
| 6 | GIC |
GLOBAL INDUSTRIAL Co
|
165,876 | $5,550,210 | |
| 7 | TITN |
Titan Machinery Inc.
|
94,853 | $2,003,295 | |
| 8 | ALTG |
Alta Equipment Group Inc.
|
216,739 | $1,402,301 |
All Filings in CNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,599,027 | 862,156 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||