Core & Main, Inc.

CNM

交易所: NYSE
產業: Wholesale-Durable Goods, NEC
SEC CIK: 0001856525

SEC 申報列表（在新分頁開啟）

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Core & Main, Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

CNM 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	362	2	429	+69
股數	2.10 億	34.0 萬	1.99 億	−1,012 萬 (−4.8%)
市值	$84.8 億	$1,376 萬	$114.1 億	+$29.4 億 (+34.8%)

2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（102 家）

2024 年第 1 季季末持有 Core & Main, Inc.、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 102 家。

2024 年第 1 季新進 CNM 的機構
機構	股數	市值	佔組合 %
Anomaly Capital Management, LP	2,655,034	$1.52 億	5.36%
Artisan Partners Limited Partnership	1,396,769	$7,997 萬	0.12%
Jupiter Asset Management Ltd	909,193	$5,205 萬	0.50%
ArrowMark Colorado Holdings LLC	773,640	$4,429 萬	0.50%
CDAM (UK) Ltd	677,215	$3,877 萬	4.82%
Kensico Capital Management Corp	641,300	$3,671 萬	1.21%
William Blair Investment Management, LLC	519,315	$2,973 萬	0.08%
Zimmer Partners, LP	425,000	$2,433 萬	0.53%
Canada Pension Plan Investment Board	322,106	$1,844 萬	0.02%
Spruce House Investment Management LLC	300,000	$1,718 萬	1.23%
California Public Employees Retirement System	260,665	$1,492 萬	0.01%
Twin Tree Management, LP	252,863	$1,448 萬	0.33%
Danske Bank A/S	146,686	$839.8 萬	0.03%
Davidson Kempner Capital Management LP	145,000	$830.1 萬	0.12%
Interval Partners, LP	140,977	$807.1 萬	0.30%
Seven Eight Capital, LP	129,498	$741.4 萬	0.77%
Grandeur Peak Global Advisors, LLC	110,224	$631.0 萬	0.50%
Caas Capital Management LP	109,377	$626.2 萬	2.66%
Nomura Holdings Inc	107,196	$613.7 萬	0.05%
Moore Capital Management, LP	93,556	$535.6 萬	0.11%
Hudson Bay Capital Management LP	90,000	$515.3 萬	0.05%
Candlestick Capital Management LP	85,000	$486.6 萬	0.16%
Nicholas Investment Partners, LP	82,832	$474.2 萬	0.49%
Brant Point Investment Management LLC	77,130	$441.6 萬	0.99%
Empowered Funds, LLC	72,960	$417.7 萬	0.08%
FORA Capital, LLC	69,912	$400.2 萬	0.33%
Parkwood LLC	64,953	$371.9 萬	0.39%
Chilton Investment Co LLC	58,823	$336.8 萬	0.09%
Polar Asset Management Partners Inc.	40,400	$231.3 萬	0.06%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	40,143	$229.8 萬	0.00%
DnB Asset Management AS	39,395	$225.5 萬	0.01%
TD Asset Management Inc	38,774	$222.0 萬	0.00%
Glenmede Trust Co NA	35,835	$205.2 萬	0.01%
Mirova	34,961	$200.2 萬	0.35%
Grantham, Mayo, Van Otterloo & Co. LLC	33,187	$190.0 萬	0.01%
Alberta Investment Management Corp	26,905	$154.0 萬	0.02%
Asset Management One Co.,Ltd.	22,771	$130.4 萬	0.01%
O'Shaughnessy Asset Management, LLC	22,142	$126.8 萬	0.01%
Public Employees Retirement Association of Colorado	19,198	$109.9 萬	0.00%
Friedenthal Financial	15,498	$88.7 萬	0.55%
CWM Advisors, LLC	15,441	$88.4 萬	0.09%
Guggenheim Capital LLC	15,397	$88.1 萬	0.01%
Virtu Financial LLC	14,508	$83.1 萬	0.06%
Arrowstreet Capital, Limited Partnership	14,382	$82.3 萬	0.00%
Martingale Asset Management L P	13,637	$78.1 萬	0.02%
Ritholtz Wealth Management	13,324	$76.3 萬	0.03%
United Services Automobile Association	13,041	$74.7 萬	0.02%
Meritage Portfolio Management	11,154	$63.9 萬	0.04%
Atom Investors LP	10,795	$61.8 萬	0.08%
Bornite Capital Management LP	10,500	$60.1 萬	0.10%
Maven Securities LTD	9,900	$56.7 萬	0.03%
Shay Capital LLC	9,500	$54.4 萬	0.16%
Unique Wealth Strategies, LLC	9,170	$52.5 萬	0.26%
Gladstone Institutional Advisory LLC	8,867	$50.8 萬	0.03%
Brinker Capital Investments, LLC	8,532	$48.8 萬	0.01%
Orion Portfolio Solutions, LLC	8,532	$48.8 萬	0.01%
CIBC Private Wealth Group, LLC	8,514	$48.8 萬	0.00%
Panagora Asset Management Inc	8,160	$46.7 萬	0.00%
Savant Capital, LLC	7,862	$45.0 萬	0.01%
Andina Capital Management, LLC	7,484	$42.8 萬	0.33%
Platinum Investment Management Ltd	7,084	$40.6 萬	0.02%
APG Asset Management N.V.	7,200	$38.2 萬	0.00%
Moneta Group Investment Advisors LLC	6,411	$36.7 萬	0.01%
Profund Advisors LLC	5,969	$34.2 萬	0.01%
Pathstone Holdings, LLC	5,880	$33.7 萬	0.00%
Quest Partners LLC	5,743	$32.9 萬	0.06%
CWA Asset Management Group, LLC	5,675	$32.5 萬	0.02%
Wexford Capital LP	5,247	$30.0 萬	0.06%
M&T Bank Corp	4,895	$28.0 萬	0.00%
BCJ Capital Management, LLC	4,558	$26.1 萬	0.02%
SkyView Investment Advisors, LLC	4,500	$25.8 萬	0.05%
Counterpoint Mutual Funds LLC	4,430	$25.4 萬	0.06%
Meiji Yasuda Asset Management Co Ltd.	4,370	$25.0 萬	0.01%
Petrus Trust Company, LTA	4,349	$24.9 萬	0.02%
Cetera Investment Advisers	4,258	$24.4 萬	0.00%
NDVR, Inc.	4,054	$23.2 萬	0.22%
Verdad Advisers, LP	3,956	$22.6 萬	0.25%
TownSquare Capital, LLC	3,842	$22.0 萬	0.00%
Schroder Investment Management Group	3,765	$21.6 萬	0.00%
Healthcare of Ontario Pension Plan Trust Fund	3,621	$20.7 萬	0.00%
Gen-Wealth Partners Inc	3,205	$18.3 萬	0.09%
Nomura Asset Management Co Ltd	2,820	$16.1 萬	0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA	1,400	$8.02 萬	0.03%
Harvest Fund Management Co., Ltd	1,353	$7.70 萬	0.01%
Group One Trading, L.P.	1,166	$6.68 萬	0.00%
Parallax Volatility Advisers, L.P.	681	$3.90 萬	0.00%
ORG Partners LLC	671	$3.84 萬	0.07%
Rise Advisors, LLC	476	$2.73 萬	0.01%
Newbridge Financial Services Group, Inc.	360	$2.06 萬	0.01%
Cambridge Trust Co	220	$1.26 萬	0.00%
Walleye Capital LLC	211	$1.21 萬	0.00%
Mather Group, LLC.	253	$1.02 萬	0.00%
Private Trust Co NA	100	$5,725	0.00%
Hexagon Capital Partners LLC	48	$2,748	0.00%
EverSource Wealth Advisors, LLC	41	$2,315	0.00%
Umb Bank N A	40	$2,290	0.00%
Horizon Investments, LLC	31	$1,775	0.00%
Northwestern Mutual Wealth Management Co	18	$1,031	0.00%
Capital Advisors, Ltd. LLC	11	$1,000	0.00%
Massmutual Trust Co FSB	12	$687	0.00%

清倉機構（33 家）

2023 年第 4 季季末持有 Core & Main, Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 CNM 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Clayton, Dubilier & Rice, LLC	49,696,744	$20.1 億
Marshall Wace, LLP	1,646,718	$6,654 萬
Trexquant Investment LP	306,476	$1,238 萬
Vulcan Value Partners, LLC	257,850	$1,042 萬
Rokos Capital Management LLP	200,000	$808.2 萬
Jennison Associates LLC	179,419	$725.0 萬
River Road Asset Management, LLC	136,703	$552.4 萬
Dynamic Technology Lab Private Ltd	73,185	$295.7 萬
Quadrature Capital Ltd	60,168	$243.1 萬
Natixis	52,234	$211.1 萬
ExodusPoint Capital Management, LP	40,761	$164.7 萬
Weiss Multi-Strategy Advisers LLC	38,543	$155.8 萬
State Board of Administration of Florida Retirement System	35,148	$142.0 萬
Jump Financial, LLC	30,138	$121.8 萬
Lecap Asset Management Ltd	17,860	$72.2 萬
Fox Run Management, L.L.C.	17,653	$71.3 萬
Keybank National Association	15,716	$63.5 萬
Simplex Trading, LLC	14,493	$58.5 萬
XTX Topco Ltd	13,652	$55.2 萬
Teza Capital Management LLC	13,242	$53.5 萬
Gsa Capital Partners LLP	12,637	$51.1 萬
Graham Capital Management, L.P.	11,853	$47.9 萬
Sandia Investment Management LP	9,910	$40.0 萬
MQS Management LLC	9,487	$38.3 萬
Kapitalo Investimentos Ltda	9,336	$37.7 萬
Tortoise Capital Advisors, L.L.C.	8,829	$35.7 萬
Oxford Asset Management LLP	6,282	$25.4 萬
Johnson Financial Group, Inc.	2,577	$10.4 萬
Raleigh Capital Management Inc.	573	$2.32 萬
Turtle Creek Wealth Advisors, LLC	258	$1.04 萬
LM Advisors LLC	232	$9,392
Advisory Services Network, LLC	158	$6,385
Ronald Blue Trust, Inc.	31	$1,000

尚未申報 2024 年第 1 季的機構（2 家）

2023 年第 4 季季末持有 Core & Main, Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 CNM、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Putnam Investments LLC	330,000	$1,334 萬
Sonen Capital LLC	10,474	$42.3 萬