Core & Main, Inc.
CNM- 交易所
- NYSE
- 產業
- Wholesale-Durable Goods, NEC
- SEC CIK
- 0001856525
近 90 天，Core & Main, Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 454 家機構在 13F 申報持有，市值合計 $96.6 億；大師中只有索羅斯基金管理持有。
2023 年第 1 季 13F 持有人
Core & Main, Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 179
- 較 2022 年第 4 季 +14 家
- 持有股數
- 2.45 億
- 較 2022 年第 4 季 +178.6 萬 (+0.7%)
- 總市值
- $56.6 億
- 較 2022 年第 4 季 +$9.62 億 (+20.5%)
- 新進機構
- 39
- 另有 78 家加碼
- 清倉機構
- 25
- 另有 51 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CNM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 454 | $96.6 億 |
| 2026 年第 1 季 | 476 | $96.2 億 |
| 2025 年第 4 季 | 439 | $104.1 億 |
| 2025 年第 3 季 | 429 | $113.2 億 |
| 2025 年第 2 季 | 447 | $124.6 億 |
| 2025 年第 1 季 | 420 | $100.0 億 |
| 2024 年第 4 季 | 416 | $102.0 億 |
| 2024 年第 3 季 | 389 | $88.9 億 |
| 2024 年第 2 季 | 419 | $97.5 億 |
| 2024 年第 1 季 | 429 | $114.1 億 |
| 2023 年第 4 季 | 362 | $84.8 億 |
| 2023 年第 3 季 | 263 | $64.2 億 |
| 2023 年第 2 季 | 222 | $70.3 億 |
| 2023 年第 1 季 | 179 | $56.6 億 |
| 2022 年第 4 季 | 166 | $47.1 億 |
| 2022 年第 3 季 | 169 | $54.0 億 |
| 2022 年第 2 季 | 136 | $53.0 億 |
| 2022 年第 1 季 | 137 | $57.4 億 |
| 2021 年第 4 季 | 117 | $70.6 億 |
| 2021 年第 3 季 | 86 | $60.8 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 1 季持有機構
每家機構持有 Core & Main, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 160,796,744 | $37.1 億 | 40.23% | −10.0% | 減碼 |
| Janus Henderson Group PLC | 7,844,638 | $1.81 億 | 0.12% | +31,789+0.4% | 加碼 |
| Vanguard Group Inc | 6,454,134 | $1.49 億 | 0.00% | +165,951+2.6% | 加碼 |
| Select Equity Group, L.P. | 5,887,637 | $1.36 億 | 0.51% | −3,432,829−36.8% | 減碼 |
| Victory Capital Management Inc | 5,861,843 | $1.35 億 | 0.15% | +1,866,639+46.7% | 加碼 |
| Amundi | 4,594,243 | $1.06 億 | 0.06% | −81,319−1.7% | 減碼 |
| Norges Bank | 4,203,878 | $9,711 萬 | 0.02% | −1,390,294−24.9% | 減碼 |
| Pictet Asset Management SA | 3,923,017 | $9,062 萬 | 0.11% | +427,328+12.2% | 加碼 |
| BlackRock Inc. | 3,866,914 | $8,933 萬 | 0.00% | +472,975+13.9% | 加碼 |
| Morgan Stanley | 3,752,776 | $8,669 萬 | 0.01% | +225,782+6.4% | 加碼 |
| Robeco Schweiz AG | 2,755,007 | $6,364 萬 | 1.03% | +102,000+3.8% | 加碼 |
| FIL Ltd | 2,710,852 | $6,262 萬 | 0.07% | +1,009,077+59.3% | 加碼 |
| First Trust Advisors LP | 2,092,483 | $4,834 萬 | 0.06% | +58,775+2.9% | 加碼 |
| Goldman Sachs Group Inc | 1,891,275 | $4,369 萬 | 0.01% | +127,927+7.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,660,733 | $3,836 萬 | 0.02% | +25,404+1.6% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,552,870 | $3,587 萬 | 0.44% | −28,905−1.8% | 減碼 |
| State Street Corp | 1,224,112 | $2,828 萬 | 0.00% | +83,990+7.4% | 加碼 |
| Swedbank AB | 1,172,000 | $2,707 萬 | 0.05% | +1,172,000 | 新進 |
| Jennison Associates LLC | 1,135,942 | $2,624 萬 | 0.02% | +30,335+2.7% | 加碼 |
| Principal Financial Group Inc | 1,101,134 | $2,544 萬 | 0.02% | −757,768−40.8% | 減碼 |
| Geode Capital Management, LLC | 1,028,754 | $2,376 萬 | 0.00% | +62,477+6.5% | 加碼 |
| Ameriprise Financial Inc | 982,965 | $2,271 萬 | 0.01% | +63,044+6.9% | 加碼 |
| Vulcan Value Partners, LLC | 979,179 | $2,262 萬 | 0.29% | +979,179 | 新進 |
| Driehaus Capital Management LLC | 901,804 | $2,083 萬 | 0.29% | +22,138+2.5% | 加碼 |
| Los Angeles Capital Management LLC | 873,085 | $2,017 萬 | 0.09% | +238,665+37.6% | 加碼 |
| ACK Asset Management LLC | 825,000 | $1,906 萬 | 2.91% | +825,000 | 新進 |
| Dimensional Fund Advisors LP | 738,548 | $1,706 萬 | 0.01% | +227,179+44.4% | 加碼 |
| Impax Asset Management Group plc | 700,486 | $1,618 萬 | 0.07% | +700,486 | 新進 |
| Duff & Phelps Investment Management Co | 620,000 | $1,432 萬 | 0.17% | 00.0% | 不變 |
| Thematics Asset Management | 572,000 | $1,321 萬 | 0.72% | +112,000+24.3% | 加碼 |
| Raymond James & Associates | 565,395 | $1,306 萬 | 0.01% | +25,121+4.6% | 加碼 |
| Charles Schwab Investment Management Inc | 556,307 | $1,285 萬 | 0.00% | +16,203+3.0% | 加碼 |
| Peregrine Capital Management LLC | 478,762 | $1,106 萬 | 0.32% | −36,691−7.1% | 減碼 |
| Millennium Management LLC | 471,463 | $1,089 萬 | 0.01% | −1,092,511−69.9% | 減碼 |
| Legal & General Group Plc | 464,428 | $1,073 萬 | 0.00% | +81,994+21.4% | 加碼 |
| Qube Research & Technologies Ltd | 464,174 | $1,072 萬 | 0.06% | −137,008−22.8% | 減碼 |
| Invesco Ltd. | 460,832 | $1,065 萬 | 0.00% | +58,436+14.5% | 加碼 |
| Wishbone Management, LP | 450,000 | $1,040 萬 | 3.00% | +341,587+315.1% | 加碼 |
| Wellington Management Group LLP | 393,916 | $909.9 萬 | 0.00% | −91,302−18.8% | 減碼 |
| River Road Asset Management, LLC | 384,785 | $888.9 萬 | 0.12% | +384,785 | 新進 |
| Boston Financial Mangement LLC | 372,387 | $860.2 萬 | 0.34% | +17,925+5.1% | 加碼 |
| J. Goldman & Co LP | 323,361 | $747.0 萬 | 0.43% | +323,361 | 新進 |
| Putnam Investments LLC | 322,552 | $745.1 萬 | 0.01% | +78,245+32.0% | 加碼 |
| Northern Trust Corp | 310,600 | $717.5 萬 | 0.00% | +12,415+4.2% | 加碼 |
| Natixis Advisors, L.P. | 270,704 | $625.3 萬 | 0.02% | +36,278+15.5% | 加碼 |
| Bank of New York Mellon Corp | 243,217 | $561.8 萬 | 0.00% | −15,262−5.9% | 減碼 |
| Bank of America Corp | 240,779 | $556.2 萬 | 0.00% | +19,647+8.9% | 加碼 |
| SEI Investments Co | 234,989 | $542.8 萬 | 0.01% | +72,928+45.0% | 加碼 |
| Citadel Advisors LLC | 233,220 | $538.7 萬 | 0.01% | +30,180+14.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 223,000 | $510.5 萬 | 0.01% | −44,000−16.5% | 減碼 |
| Perpetual Ltd | 220,478 | $509.3 萬 | 0.04% | +220,478 | 新進 |
| Macquarie Group Ltd | 212,725 | $491.4 萬 | 0.01% | +115,804+119.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 210,886 | $487.1 萬 | 0.51% | +121,318+135.4% | 加碼 |
| Squarepoint Ops LLC | 206,855 | $477.8 萬 | 0.03% | +106,362+105.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 197,610 | $456.5 萬 | 0.04% | +191,645+3,212.8% | 加碼 |
| Silphium Asset Management Ltd | 170,000 | $392.7 萬 | 3.32% | +40,000+30.8% | 加碼 |
| Nuveen Asset Management, LLC | 164,422 | $379.8 萬 | 0.00% | −2,372−1.4% | 減碼 |
| Vontobel Holding Ltd. | 163,039 | $376.6 萬 | 0.04% | +102,996+171.5% | 加碼 |
| Algert Global LLC | 153,516 | $354.6 萬 | 0.17% | +153,516 | 新進 |
| Swiss National Bank | 148,700 | $343.5 萬 | 0.00% | −13,500−8.3% | 減碼 |
| Kennedy Capital Management, Inc. | 136,491 | $315.3 萬 | 0.09% | +120,843+772.3% | 加碼 |
| Marshall Wace, LLP | 133,057 | $307.4 萬 | 0.01% | −660,487−83.2% | 減碼 |
| Ghisallo Capital Management LLC | 125,000 | $288.8 萬 | 0.69% | −125,000−50.0% | 減碼 |
| Thrivent Financial for Lutherans | 123,803 | $286.0 萬 | 0.01% | +78,845+175.4% | 加碼 |
| Jump Financial, LLC | 121,573 | $280.8 萬 | 0.11% | +17,689+17.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 102,767 | $237.4 萬 | 0.01% | +102,767 | 新進 |
| Gsa Capital Partners LLP | 98,010 | $226.4 萬 | 0.22% | +33,594+52.2% | 加碼 |
| California State Teachers Retirement System | 87,982 | $203.2 萬 | 0.00% | +905+1.0% | 加碼 |
| State of Wisconsin Investment Board | 86,360 | $199.5 萬 | 0.01% | +86,360 | 新進 |
| E. Ohman J:or Asset Management AB | 86,000 | $198.7 萬 | 0.08% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 74,603 | $172.3 萬 | 0.01% | +74,603 | 新進 |
| UBS Asset Management Americas Inc | 70,798 | $163.5 萬 | 0.00% | +7,951+12.7% | 加碼 |
| Rhumbline Advisers | 69,419 | $160.4 萬 | 0.00% | +1,632+2.4% | 加碼 |
| Isthmus Partners, LLC | 68,216 | $157.6 萬 | 0.22% | +68,216 | 新進 |
| Teza Capital Management LLC | 63,890 | $147.6 萬 | 0.32% | +38,954+156.2% | 加碼 |
| New York State Common Retirement Fund | 63,035 | $145.6 萬 | 0.00% | −9,006−12.5% | 減碼 |
| Southeast Asset Advisors Inc. | 61,563 | $142.2 萬 | 0.21% | +230.0% | 加碼 |
| JPMorgan Chase & Co | 59,790 | $138.1 萬 | 0.00% | +16,728+38.8% | 加碼 |
| PDT Partners, LLC | 59,317 | $137.0 萬 | 0.19% | +14,634+32.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 58,877 | $136.0 萬 | 0.01% | +41,489+238.6% | 加碼 |
| Credit Suisse AG | 58,478 | $135.1 萬 | 0.00% | +3,792+6.9% | 加碼 |
| Bank of Montreal | 58,349 | $134.8 萬 | 0.00% | +58,349 | 新進 |
| Wells Fargo & Company | 58,256 | $134.6 萬 | 0.00% | −34,844−37.4% | 減碼 |
| LGT Financial Advisors LLC | 49,615 | $114.6 萬 | 2.13% | +49,615 | 新進 |
| STRS Ohio | 48,383 | $111.7 萬 | 0.00% | −13,979−22.4% | 減碼 |
| Quantbot Technologies LP | 45,196 | $104.4 萬 | 0.07% | +29,055+180.0% | 加碼 |
| Susquehanna International Group, LLP | 43,236 | $99.9 萬 | 0.00% | +43,236 | 新進 |
| Franklin Resources Inc | 43,032 | $99.4 萬 | 0.00% | −4,381−9.2% | 減碼 |
| Public Employees Retirement System of Ohio | 37,184 | $85.9 萬 | 0.00% | −55−0.1% | 減碼 |
| ExodusPoint Capital Management, LP | 35,215 | $81.3 萬 | 0.01% | −110,519−75.8% | 減碼 |
| Abn Amro Investment Solutions | 33,500 | $77.4 萬 | 0.02% | +33,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,178 | $74.3 萬 | 0.00% | +2,236+7.5% | 加碼 |
| Treasurer of the State of North Carolina | 32,061 | $74.1 萬 | 0.00% | +1,130+3.7% | 加碼 |
| CenterBook Partners LP | 31,859 | $73.6 萬 | 0.10% | −38,037−54.4% | 減碼 |
| Keybank National Association | 30,320 | $70.0 萬 | 0.00% | −245−0.8% | 減碼 |
| Envestnet Asset Management Inc | 30,213 | $69.8 萬 | 0.00% | −11,333−27.3% | 減碼 |
| Stifel Financial Corp | 30,195 | $69.8 萬 | 0.00% | +30,195 | 新進 |
| Deutsche Bank AG | 29,781 | $68.8 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 29,511 | $68.2 萬 | 0.00% | +4,356+17.3% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 27,989 | $64.7 萬 | 0.01% | +12,056+75.7% | 加碼 |