Position in CNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$291,441,621
+$22,919,038 QoQ
Shares Held
6,040,241
+11.1% QoQ
Ownership
3.12%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 449 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 79%
Shared 9%
None 12%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $5,209,607,210 across 20 Industrial Distribution names. CNM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
86,495,549 | $1,494,643,082 | |
| 2 | FAST |
Fastenal Co
|
20,855,726 | $1,001,700,510 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
569,489 | $774,732,829 | |
| 4 | WSO |
Watsco Inc
|
902,995 | $376,059,646 | |
| 5 | POOL |
Pool Corp
|
1,736,495 | $373,172,767 | |
| 6 | CNM |
Core & Main, Inc.
This page
|
6,040,241 | $291,441,621 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,169,706 | $277,606,318 | |
| 8 | WCC |
Wesco International Inc
|
634,473 | $219,166,001 |
All Filings in CNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,441,621 | 6,040,241 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $268,522,583 | 5,435,680 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $758,079,055 | 14,586,859 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $725,020,866 | 13,468,714 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $955,657,572 | 15,835,254 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $513,169,973 | 10,622,438 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $367,748,022 | 7,223,493 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $141,090,053 | 3,177,704 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $161,766,073 | 3,305,396 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $244,363,777 | 4,268,363 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $174,760,717 | 4,324,690 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $121,728,616 | 4,219,363 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $107,513,806 | 3,430,562 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $86,689,120 | 3,752,776 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $68,106,247 | 3,526,994 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,316,660 | 673,556 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,146,692 | 589,538 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,831,862 | 158,407 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $12,823,319 | 422,654 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,339,552 | 203,722 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||