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CNM Core & Main Inc.

Industrials, filed as CORE & MAIN INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

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

In 2026 Q2 Davidson Kempner Capital Management sold out of Core & Main.

Who owns this now

Largest portfolio weights among holders, up to 3.1% (Ben Tsai, Spruce House Investment Management). Not free-float ownership.

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

Who owns CNM

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Tsai, Spruce House Investment Management 3.1% Hold 2,150,000 $104M History
George Soros, Soros Fund Management 0.14%, was 0.13% Small 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CNM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CNM insider trades
  • $195K bought by 1 insider
  • None no sales outside a trading plan
  • $263K sold by 1 insider under 10b5-1 plans
  1. James D Hope Director
    Buy
    $95K 2,067 shares at $46.01 +21% to stake
    Traded Jul 6 Filed Jul 8
    ↗
  2. Robyn L Bradbury CFO
    Planned sale
    $263K 5,000 shares at $52.54 29% of stake
    Traded Apr 17 Filed Apr 21
    ↗
  3. James D Hope Director
    Buy
    $100K 1,972 shares at $50.70 +40% to stake
    Traded Apr 7 Filed Apr 9
    ↗

Also filed in the last 12 months, not counted as buying or selling: 25 share withholdings for taxes, 18 stock grants, 1 conversion, and 1 gift.

Congress

2 members of Congress traded CNM in the last three years: 5 buys and 7 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. April McClain Delaney D-MD-6Child Sell $100K–$250K Aug 25 filed Sep 9
  2. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Jun 12 filed Jul 7
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 11, 2025 filed Oct 22, 2025

SEC filings

Recent issuer filings from EDGAR, 19 shown.

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
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 10 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.