DF DENT & CO INC

Position in CNM — Core & Main, Inc.

CIK 934999 BALTIMORE, MD

Position in CNM

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

Position Value

$23,432,890

-$2,633,079 QoQ

Shares Held

474,350

-5.4% QoQ

Ownership

0.245%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

DF DENT & CO INC holds $213,962,518 across 7 Industrial Distribution names. CNM ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	2,667,297	$123,762,580
2	SITE	SiteOne Landscape Supply, Inc.	236,148	$31,433,660
3	AIT	Applied Industrial Technologies Inc	90,256	$23,946,721
4	CNM	Core & Main, Inc. This page	474,350	$23,432,890
5	WSO	Watsco Inc	22,836	$8,307,508
6	GWW	W.W. Grainger, Inc.	2,340	$2,552,495
7	POOL	Pool Corp	2,603	$526,664

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,432,890	474,350	-5.4%	Shares	Sole	2026-05-15
2025-12-31	$26,065,969	501,558	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$27,412,658	509,245	-18.5%	Shares	Sole	2025-11-14
2025-06-30	$37,705,231	624,776	-21.9%	Shares	Sole	2025-08-14
2025-03-31	$38,653,507	800,114	-1.8%	Shares	Sole	2025-05-15
2024-12-31	$41,497,962	815,124	-2.7%	Shares	Sole	2025-02-12
2024-09-30	$37,193,569	837,693	+26.9%	Shares	Sole	2024-11-15
2024-06-30	$32,305,196	660,098	+16.2%	Shares	Sole	2024-08-14
2024-03-31	$32,523,896	568,103	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$23,163,294	573,207	+143.4%	Shares	Sole	2024-02-14
2023-09-30	$6,793,482	235,476	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.