Core & Main Inc-class A (CNM) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

CNM ranks #1317 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CNM is a top-conviction position for Camrose Capital Investment Partners LLP — at 13.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CNM belongs to BlackRock, Inc., but the position matters far more to Camrose Capital Investment Partners LLP, who has 13.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Gateway Investment Advisers LLC has added to its CNM position for two straight quarters, increasing it by $2.7M to reach $3.1M today.

Assenagon Asset Management S.A. has trimmed its CNM position for two straight quarters, cutting it by $42.2M while still holding $3.8M.

CNM is up 0.5% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CNM posted net income of $459.0M over the trailing twelve months, and currently trades at a P/E of 18.1.

• Profitable — net income of $459.0M over the trailing twelve months
• Revenue grew 1.1% year over year
• Net income improved year over year, from $416.0M to $459.0M
• Generated $650.0M in positive operating cash flow
• Current ratio of 2.63x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.01x equity — a highly leveraged balance sheet worth noting