Skip to main content

Circumference Group LLC

SEC CIK
0001742372
Latest filing
Aug 14, 2026

CNM holding history

Core & Main, Inc. in every 13F filed by Circumference Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CNM overviewAll 13F holders of CNMFull Q2 2026 holdings

Shares (Q2 2026)
100,000
Value
$4.83M
% of portfolio
10.5%
Quarters held
4
Since Q3 2025
Holdings of CNM by Circumference Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100,000$4.83M10.5%00.0%UnchangedHolders
Q1 2026100,000$4.94M11.1%+10,000+11.1%AddedHolders
Q4 202590,000$4.68M5.2%+40,000+80.0%AddedHolders
Q3 202550,000$2.69M3.2%+50,000NewHolders