§ TRADING COMPANIES & DISTRIBUTORS
USD · Trading Companies & DistributorsCNM
CORE & MAIN INC-CLASS A
USDSector · Trading Companies & DistributorsBeta · 1.01
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
233 increased/new, 181 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 21.7 | P/B | 5.35 |
| EPS (TTM) | 2.23 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 19.2M | 0.0% | +1% |
| Capital World Investors | 11.6M | 0.1% | +84% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.5M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | n/a | n/a |
| Select Equity Group, L.P. | 7.3M | 1.8% | −7% |
| Pictet Asset Management Holding SA | 6.5M | 0.3% | −12% |
◇ AC INTELLIGENCE
Top institutional owners for CNM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER47.1% · 344 holders
QUALITY / COMPOUNDER22.9% · 28 holders
PASSIVE / INDEX17.9% · 11 holders
DEALER / BANK11.1% · 43 holders
INCOME / DEFENSIVE4.5% · 30 holders
ACTIVIST2.0% · 1 holder
TACTICAL / MACRO1.2% · 6 holders
SYSTEMATIC / QUANT1.1% · 12 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CNM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CNM yet.