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。
2025 年第 2 季 13F 持有人
Core & Main, Inc. 在 2025/6/30 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
- 447
- 較 2025 年第 1 季 +33 家
- 持有股數
- 2.07 億
- 較 2025 年第 1 季 −24.9 萬 (−0.1%)
- 總市值
- $124.6 億
- 較 2025 年第 1 季 +$24.6 億 (+24.6%)
- 新進機構
- 77
- 另有 140 家加碼
- 清倉機構
- 44
- 另有 171 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 208,499 | $1,258 萬 | 0.03% | +62,096+42.4% | 加碼 |
| Governors Lane LP | 207,329 | $1,251 萬 | 1.71% | +52,429+33.8% | 加碼 |
| HSBC Holdings PLC | 206,877 | $1,249 萬 | 0.01% | +24,340+13.3% | 加碼 |
| Riposte Capital LLC | 200,000 | $1,207 萬 | 6.02% | +200,000 | 新進 |
| Boston Trust Walden Corp | 194,281 | $1,172 萬 | 0.08% | −8,289−4.1% | 減碼 |
| Envestnet Asset Management Inc | 187,788 | $1,133 萬 | 0.00% | +27,892+17.4% | 加碼 |
| Algert Global LLC | 183,759 | $1,109 萬 | 0.23% | +36,891+25.1% | 加碼 |
| Kennedy Capital Management, Inc. | 183,304 | $1,106 萬 | 0.26% | −8,660−4.5% | 減碼 |
| Wedge Capital Management L L P | 183,290 | $1,106 萬 | 0.20% | −18,591−9.2% | 減碼 |
| California State Teachers Retirement System | 178,022 | $1,074 萬 | 0.01% | −147−0.1% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 172,137 | $1,039 萬 | 0.74% | +172,137 | 新進 |
| OP Asset Management Ltd | 169,881 | $1,025 萬 | 0.15% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 167,010 | $1,008 萬 | 0.03% | +1,453+0.9% | 加碼 |
| Montrusco Bolton Investments Inc. | 163,195 | $984.9 萬 | 0.11% | +163,195 | 新進 |
| Neuberger Berman Group LLC | 158,108 | $954.2 萬 | 0.01% | +21,089+15.4% | 加碼 |
| Nordea Investment Management AB | 154,797 | $927.5 萬 | 0.01% | +516+0.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 150,759 | $909.8 萬 | 0.06% | −846−0.6% | 減碼 |
| SEI Investments Co | 149,543 | $902.5 萬 | 0.01% | +56,977+61.6% | 加碼 |
| Wellington Management Group LLP | 146,524 | $884.3 萬 | 0.00% | −43,135−22.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 145,877 | $880.4 萬 | 0.01% | −9,141−5.9% | 減碼 |
| Stenahm Asset Managment Ltd | 133,000 | $802.7 萬 | 3.50% | +133,000 | 新進 |
| GCM Grosvenor Holdings, LLC | 132,908 | $802.1 萬 | 1.15% | −12,521−8.6% | 減碼 |
| Wells Fargo & Company | 132,275 | $798.3 萬 | 0.00% | +4,732+3.7% | 加碼 |
| AXA S.A. | 127,368 | $768.7 萬 | 0.02% | +303+0.2% | 加碼 |
| Madison Asset Management, LLC | 125,538 | $757.6 萬 | 0.08% | −14,110−10.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 121,386 | $732.6 萬 | 0.01% | +850+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 116,529 | $703.3 萬 | 0.17% | +116,529 | 新進 |
| MetLife Investment Management | 107,013 | $645.8 萬 | 0.04% | −4,023−3.6% | 減碼 |
| LMCG Investments, LLC | 103,350 | $623.7 萬 | 0.39% | −4,326−4.0% | 減碼 |
| New York State Common Retirement Fund | 100,767 | $608.1 萬 | 0.01% | −2,844−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 94,192 | $568.4 萬 | 0.06% | −3,697−3.8% | 減碼 |
| Chilton Investment Co LLC | 90,829 | $548.2 萬 | 0.12% | −161−0.2% | 減碼 |
| State of Wisconsin Investment Board | 90,079 | $543.6 萬 | 0.01% | −12,586−12.3% | 減碼 |
| Sagefield Capital LP | 89,786 | $541.9 萬 | 0.76% | −6,329−6.6% | 減碼 |
| Barclays PLC | 89,324 | $539.1 萬 | 0.00% | −199,935−69.1% | 減碼 |
| Amalgamated Bank | 89,147 | $538.0 萬 | 0.04% | −2,728−3.0% | 減碼 |
| Treasurer of the State of North Carolina | 88,675 | $535.2 萬 | 0.02% | +1,784+2.1% | 加碼 |
| Qube Research & Technologies Ltd | 88,558 | $534.4 萬 | 0.01% | +88,558 | 新進 |
| New York State Teachers Retirement System | 86,679 | $523.1 萬 | 0.01% | 00.0% | 不變 |
| Bell Asset Management Ltd | 85,918 | $518.5 萬 | 1.14% | −41,489−32.6% | 減碼 |
| Two Sigma Advisers, LP | 84,500 | $510.0 萬 | 0.01% | −3,500−4.0% | 減碼 |
| Isthmus Partners, LLC | 82,158 | $495.8 萬 | 0.58% | −434−0.5% | 減碼 |
| State of Tennessee, Treasury Department | 79,038 | $477.0 萬 | 0.02% | 00.0% | 不變 |
| Victory Capital Management Inc | 76,598 | $462.3 萬 | 0.00% | −45,306−37.2% | 減碼 |
| Southeast Asset Advisors Inc. | 75,734 | $457.1 萬 | 0.54% | +1,872+2.5% | 加碼 |
| Jane Street Group, LLC | 74,901 | $452.0 萬 | 0.01% | −12,477−14.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 73,688 | $444.7 萬 | 0.05% | −436−0.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 72,609 | $438.2 萬 | 0.04% | +3,324+4.8% | 加碼 |
| Concentric Capital Strategies, LP | 71,565 | $431.9 萬 | 0.24% | +4,605+6.9% | 加碼 |
| Gotham Asset Management, LLC | 71,165 | $429.5 萬 | 0.03% | +52,799+287.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 67,593 | $407.9 萬 | 0.07% | −2,124−3.0% | 減碼 |
| Comerica Bank | 66,897 | $403.7 萬 | 0.02% | −179−0.3% | 減碼 |
| Yousif Capital Management, LLC | 65,596 | $395.9 萬 | 0.04% | −1,545−2.3% | 減碼 |
| Asset Management One Co.,Ltd. | 65,284 | $394.0 萬 | 0.01% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 64,259 | $387.8 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 64,134 | $387.0 萬 | 0.00% | −45,733−41.6% | 減碼 |
| Captrust Financial Advisors | 63,227 | $381.6 萬 | 0.01% | +2,509+4.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 63,126 | $381.0 萬 | 0.01% | −12,732−16.8% | 減碼 |
| Granite Investment Partners, LLC | 62,473 | $377.0 萬 | 0.18% | −10,272−14.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 61,500 | $371.2 萬 | 0.17% | +10,800+21.3% | 加碼 |
| Monument Capital Management | 60,846 | $367.2 萬 | 0.96% | +2,900+5.0% | 加碼 |
| Squarepoint Ops LLC | 59,647 | $360.0 萬 | 0.01% | +59,647 | 新進 |
| Macquarie Group Ltd | 58,032 | $350.2 萬 | 0.00% | −2,077−3.5% | 減碼 |
| Teacher Retirement System of Texas | 57,709 | $348.3 萬 | 0.01% | +3,131+5.7% | 加碼 |
| Illinois Municipal Retirement Fund | 56,129 | $338.7 萬 | 0.05% | +7,880+16.3% | 加碼 |
| Arizona State Retirement System | 55,467 | $334.7 萬 | 0.02% | +912+1.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 53,900 | $325.3 萬 | 0.03% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 53,300 | $321.7 萬 | 0.06% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 51,064 | $308.2 萬 | 0.00% | −4,874−8.7% | 減碼 |
| Ensign Peak Advisors, Inc | 50,281 | $303.4 萬 | 0.01% | −6,600−11.6% | 減碼 |
| UniSuper Management Pty Ltd | 50,119 | $302.5 萬 | 0.02% | +18,611+59.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 49,802 | $300.6 萬 | 0.01% | +7,383+17.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,664 | $293.7 萬 | 0.02% | +3,201+7.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 46,956 | $283.4 萬 | 0.07% | −4,587−8.9% | 減碼 |
| Brevan Howard Capital Management LP | 46,174 | $278.7 萬 | 0.03% | +8,529+22.7% | 加碼 |
| State of Michigan Retirement System | 45,500 | $274.6 萬 | 0.01% | 00.0% | 不變 |
| Expect Equity LLC | 45,400 | $274.0 萬 | 2.93% | −8,100−15.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,209 | $272.8 萬 | 0.00% | +1,500+3.4% | 加碼 |
| Storebrand Asset Management AS | 44,651 | $269.5 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 43,304 | $261.3 萬 | 0.11% | +43,304 | 新進 |
| Johnson Investment Counsel Inc | 42,826 | $258.5 萬 | 0.02% | +8,286+24.0% | 加碼 |
| Lord, Abbett & Co. LLC | 42,621 | $257.2 萬 | 0.01% | −539,731−92.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 42,289 | $255.2 萬 | 0.04% | +10.0% | 加碼 |
| Covea Finance | 42,200 | $254.7 萬 | 0.09% | +42,200 | 新進 |
| Blackhawk Capital Partners LLC. | 41,961 | $253.2 萬 | 1.17% | −6,735−13.8% | 減碼 |
| Sig Brokerage, LP | 41,848 | $252.6 萬 | 0.69% | +41,848 | 新進 |
| HRT Financial LP | 41,736 | $251.8 萬 | 0.01% | +41,736 | 新進 |
| Foster & Motley Inc | 40,958 | $247.2 萬 | 0.14% | −281−0.7% | 減碼 |
| New Mexico Educational Retirement Board | 39,600 | $239.0 萬 | 0.08% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 39,200 | $236.6 萬 | 0.01% | −400−1.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 38,757 | $233.9 萬 | 0.04% | +200+0.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 38,551 | $232.7 萬 | 0.00% | +2,975+8.4% | 加碼 |
| Skye Global Management LP | 38,000 | $229.3 萬 | 0.05% | +38,000 | 新進 |
| Danske Bank A/S | 37,032 | $223.5 萬 | 0.01% | −10,736−22.5% | 減碼 |
| Renaissance Technologies LLC | 36,900 | $222.7 萬 | 0.00% | −281,700−88.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 36,775 | $221.9 萬 | 0.07% | −646−1.7% | 減碼 |
| Mirova | 36,026 | $217.4 萬 | 0.31% | +3,841+11.9% | 加碼 |
| Citigroup Inc | 35,754 | $215.8 萬 | 0.00% | −9,671−21.3% | 減碼 |
| Vontobel Holding Ltd. | 35,499 | $214.2 萬 | 0.01% | −17,265−32.7% | 減碼 |
| Polen Capital Management LLC | 34,013 | $205.3 萬 | 0.01% | −90,940−72.8% | 減碼 |