Follow-The-Filings

Security · featured owners

CNM Core & Main Inc.

Industrials CL A Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 3.1%
  • $115M
  • 1 add 1 exit

CNM (Core & Main Inc.) is held in 2 featured 13F books as of 2026 Q2. Ben Tsai - Spruce House Investment Management is the largest tracked holder by portfolio weight (3.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.1% (Ben Tsai - Spruce House Investment Management) · not free-float ownership

  1. Ben Tsai 3.1%
  2. George Soros add 0.14%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Tsai - Spruce House Investment Management 2026 Q2 3.1% Hold 2,150,000 $104M history
George Soros - Soros Fund Management 2026 Q2 0.14% Add +1.7% 236,431 $11M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.17% Exit −0.17% 250,000 $12M history

2 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 13 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 22, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 23, 2026 · 9 forms Filing Doc
4 Period Apr 17, 2026 Filing Doc
4 Period Apr 7, 2026 Filing Doc
4 Period Apr 1, 2026 Filing Doc
4 Period Mar 11, 2026 · 7 forms Filing Doc
4 Period Mar 12, 2026 Filing Doc
4 Period Mar 9, 2026 Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023
Revenue $6.65B
Gross profit $1.8B
Gross margin * 27.0%
Net income $366M
Net margin * 5.5%

Balance sheet

Metric FY2023
Total current assets $2.21B
Total non-current assets * $2.7B
Total assets $4.91B
Total current liabilities $726M
Total non-current liabilities * $1.77B
Total equity $1.75B

Cash flow

Metric FY2023
Cash from operations $401M
Cash from investing -$152M
Cash from financing -$73M
Net change in cash $176M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders