Follow-The-Filings

Security

CNM

Core & Main Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 2 new 1 exit max 3.8% (Ben Tsai - Spruce House I...)

grid → activity →
owners 16
max % 3.8%
tracked value $1.6B
qoq N 2 A 7 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ben Tsai - Spruce House Investment Management LLC 2026 Q1 3.8% — 2,150,000 $106M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.14 pp 2,841,248 $140M hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% Reduce -0.08 pp 250,000 $12M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% Reduce -0.14 pp 232,437 $11M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.04 pp 3,843,372 $190M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 814,100 $40M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.04 pp 738,689 $36M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 730,775 $35M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 17,598,217 $915M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 2,083,218 $108M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 591,008 $29M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 37,774 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 67,449 $3M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 32,024 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 23,925 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,642 $81 hist
Dan Sundheim - D1 Capital Partners L.P. exited 2026 Q1 last 2025 Q4 1.3% Exit -1.29 pp 2,647,789 $138M hist

16 current · 1 exited last period · options excluded

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