MORGAN STANLEY

Position in CNM — Core & Main, Inc.

CIK 895421 NEW YORK, NY

Position in CNM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$268,522,583

-$489,556,472 QoQ

Shares Held

5,435,680

-62.7% QoQ

Ownership

2.81%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 90.23761516498395.ToString("F0")% Shared 0.ToString("F0")% None 9.762384835016043.ToString("F0")%

Industrials · as of Mar 31, 2026

MORGAN STANLEY holds $4,854,236,645 across 20 Industrial Distribution names. CNM ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc.	74,634,716	$1,449,406,180
2	FAST	Fastenal Co	25,737,011	$1,194,197,303
3	GWW	W.W. Grainger, Inc.	545,570	$595,113,257
4	POOL	Pool Corp	1,709,308	$345,844,278
5	WSO	Watsco Inc	890,992	$324,133,975
6	CNM	Core & Main, Inc. This page	5,435,680	$268,522,583
7	WCC	Wesco International Inc	711,353	$194,640,402
8	FERG	Ferguson Enterprises Inc. /DE/	773,132	$180,340,762

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$268,522,583	5,435,680	-62.7%	Shares	Defined	2026-05-15
2025-12-31	$758,079,055	14,586,859	+8.3%	Shares	Defined	2026-05-27
2025-09-30	$725,020,866	13,468,714	-14.9%	Shares	Defined	2026-05-27
2025-06-30	$955,657,572	15,835,254	+49.1%	Shares	Defined	2025-08-15
2025-03-31	$513,169,973	10,622,438	+47.1%	Shares	Defined	2025-05-15
2024-12-31	$367,748,022	7,223,493	+127.3%	Shares	Defined	2025-05-15
2024-09-30	$141,090,053	3,177,704	-3.9%	Shares	Defined	2025-05-14
2024-06-30	$161,766,073	3,305,396	-22.6%	Shares	Defined	2025-05-14
2024-03-31	$244,363,777	4,268,363	-1.3%	Shares	Defined	2024-10-17
2023-12-31	$174,760,717	4,324,690	+2.5%	Shares	Defined	2024-08-16
2023-09-30	$121,728,616	4,219,363	+23.0%	Shares	Defined	2023-11-15
2023-06-30	$107,513,806	3,430,562	-8.6%	Shares	Defined	2023-08-14
2023-03-31	$86,689,120	3,752,776	+6.4%	Shares	Defined	2023-05-15
2022-12-31	$68,106,247	3,526,994	+423.6%	Shares	Defined	2023-02-14
2022-09-30	$15,316,660	673,556	+14.3%	Shares	Defined	2022-11-14
2022-06-30	$13,146,692	589,538	+272.2%	Shares	Defined	2022-10-27
2022-03-31	$3,831,862	158,407	-62.5%	Shares	Defined	2022-10-27
2021-12-31	$12,823,319	422,654	+107.5%	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.