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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Core & Main, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

CNM 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數4399476+46
股數2.00 億2,011 萬1.95 億+1,466 萬 (+8.1%)
市值$104.1 億$10.5 億$96.2 億+$2.53 億 (+2.7%)

9 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(89 家)

2026 年第 1 季季末持有 Core & Main, Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 CNM 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC8,465,825$4.18 億0.01%
Vanguard Portfolio Management LLC7,819,539$3.86 億0.02%
Findlay Park Partners LLP1,996,728$9,864 萬1.37%
Vanguard Fiduciary Trust Co1,191,207$5,885 萬0.01%
Renaissance Technologies LLC814,100$4,022 萬0.06%
Mirova418,000$2,065 萬0.84%
Two Creeks Capital Management, LP405,639$2,004 萬2.12%
HITE Hedge Asset Management LLC303,605$1,500 萬0.85%
Vanguard Asset Management, Ltd169,827$838.9 萬0.01%
Wellington Management Group LLP165,052$815.4 萬0.00%
Lighthouse Investment Partners, LLC146,510$723.8 萬0.27%
Twinbeech Capital LP139,700$690.1 萬0.71%
Walleye Capital LLC127,321$629.0 萬0.04%
Squarepoint Ops LLC102,829$508.0 萬0.01%
Vanguard Global Advisers, LLC76,715$379.0 萬0.00%
Ruffer LLP62,938$311.8 萬0.13%
Tribune Investment Group LP60,000$296.4 萬1.99%
Caxton Associates LLP59,434$293.6 萬0.07%
Richard Bernstein Advisors LLC53,381$263.7 萬0.08%
Mariner, LLC50,698$250.4 萬0.00%
CenterBook Partners LP47,812$236.2 萬0.13%
Jacobs Levy Equity Management, Inc47,696$235.6 萬0.01%
Vanguard Investments Australia, Ltd.46,326$228.9 萬0.01%
Quantbot Technologies LP45,279$223.7 萬0.09%
Havemeyer Place LP36,284$179.2 萬0.21%
Lecap Asset Management Ltd28,318$139.9 萬0.53%
Qsemble Capital Management, LP26,878$132.8 萬0.10%
Quadrature Capital Ltd26,365$130.2 萬0.02%
Gsa Capital Partners LLP24,398$120.5 萬0.07%
Marshall Wace, LLP23,925$118.2 萬0.00%
Ieq Capital, LLC22,289$110.1 萬0.01%
EntryPoint Capital, LLC18,179$89.8 萬0.26%
Weiss Asset Management LP17,500$86.5 萬0.02%
Arrowstreet Capital, Limited Partnership17,135$84.6 萬0.00%
Natixis14,826$73.2 萬0.00%
Elo Mutual Pension Insurance Co13,206$65.2 萬0.01%
Wiley Bros.-Aintree Capital, LLC10,610$56.7 萬0.00%
Alps Advisors Inc10,300$50.9 萬0.00%
Taproot Management LP10,207$50.4 萬0.10%
Colony Group, LLC9,209$45.5 萬0.00%
Simplex Trading, LLC9,116$45.0 萬0.01%
IMC-Chicago, LLC8,629$42.6 萬0.01%
R Squared Ltd8,619$42.6 萬0.23%
Oppenheimer & Co Inc8,300$41.0 萬0.00%
Sivia Capital Partners, LLC7,907$39.1 萬0.08%
Gateway Investment Advisers LLC7,341$36.3 萬0.00%
Blueshift Asset Management, LLC7,196$35.5 萬0.11%
Atom Investors LP7,185$35.5 萬0.03%
BBR Partners, LLC6,983$34.5 萬0.02%
Y.D. More Investments Ltd6,746$33.3 萬0.01%
Caption Management, LLC6,500$32.1 萬0.02%
Integrated Wealth Concepts LLC6,333$31.3 萬0.00%
Everence Capital Management Inc5,835$28.8 萬0.02%
Mirabella Financial Services LLP5,784$28.6 萬0.03%
Concurrent Investment Advisors, LLC5,413$26.7 萬0.00%
Merit Financial Group, LLC5,402$26.7 萬0.00%
Fox Run Management, L.L.C.5,559$26.5 萬0.05%
CAPROCK Group, Inc.4,962$24.5 萬0.01%
Buckingham Strategic Partners4,808$23.8 萬0.00%
Sanctuary Advisors, LLC4,597$22.7 萬0.00%
Virtu Financial LLC4,426$21.9 萬0.01%
HB Wealth Management, LLC4,140$20.5 萬0.00%
Owl Creek Wealth Partners LLC351$1.73 萬0.01%
Timothy G. Youngquist 2020 Irrevocable Trust332$1.64 萬0.01%
Kemnay Advisory Services Inc.229$1.13 萬0.00%
Wealth Preservation Advisors, LLC220$1.09 萬0.01%
Global X Japan Co., Ltd.193$9,5340.00%
CVA Family Office, LLC180$8,8920.00%
Rakuten Securities, Inc.144$7,1140.00%
Advisory Services Network, LLC100$4,9400.00%
Bank of New Hampshire98$4,8410.00%
Twin Peaks Wealth Advisors, LLC65$3,2110.00%
CX Institutional56$3,0000.00%
Essential Partners LLC55$2,7170.00%
ZRC Wealth Management, LLC34$1,6800.00%
Burk Holdings LLC400$1,4800.00%
Northwestern Mutual Wealth Management Co29$1,4330.00%
Philadelphia Investment Partners, LLC25$1,2350.00%
McIlrath & Eck, LLC24$1,1860.00%
Bogart Wealth, LLC15$7410.00%
Intentional Wealth Strategies, LLC15$7410.00%
Vermillion Wealth Management, Inc.13$6420.00%
Brown, Lisle/Cummings, Inc.7$3460.00%
Investors Portfolio Services LLC7$3300.00%
Activest Wealth Management3$1480.00%
Principia Wealth Advisory, LLC2$990.00%
Raffa Wealth Management, LLC1$490.00%
Curio Wealth, LLC1$490.00%
GFS Advisors, LLC87,162––

清倉機構(43 家)

2025 年第 4 季季末持有 Core & Main, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 CNM 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
D1 Capital Partners L.P.大師D1 資本2,647,789$1.38 億
AMF Pensionsforsakring AB1,342,563$6,977 萬
Hood River Capital Management LLC1,330,800$6,916 萬
XN LP698,200$3,629 萬
Anomaly Capital Management, LP695,109$3,612 萬
Congruence Capital, LLC259,427$1,348 萬
Bayberry Capital Partners LP257,000$1,336 萬
Mediolanum International Funds Ltd213,795$1,130 萬
SummitTX Capital, L.P.75,936$394.6 萬
Susquehanna International Group, LLP73,911$384.1 萬
Regency Capital Management Inc.28,675$149.0 萬
Susquehanna Fundamental Investments, LLC27,894$145.0 萬
Freestone Grove Partners LP21,224$110.3 萬
Polymer Capital Management (US) LLC19,400$100.8 萬
Robeco Institutional Asset Management B.V.17,761$92.3 萬
Versor Investments LP17,073$88.7 萬
Trium Capital LLP16,238$84.4 萬
Oxford Asset Management LLP16,096$83.7 萬
Fieldview Capital Management, LLC13,593$70.6 萬
PEAK6 LLC13,333$69.3 萬
VARCOV Co.11,823$61.4 萬
Jefferies Financial Group Inc.10,822$56.2 萬
Oak Thistle LLC9,797$50.9 萬
Chilton Investment Co LLC7,422$38.6 萬
Moneta Group Investment Advisors LLC6,482$33.7 萬
ISAM Funds (UK) Ltd6,078$31.6 萬
Dockside LLC5,302$27.6 萬
Marex Group plc4,441$23.1 萬
Forum Financial Management, LP4,072$21.2 萬
Profund Advisors LLC4,042$21.0 萬
Cetera Investment Advisers3,902$20.3 萬
Sequoia Financial Advisors, LLC3,881$20.2 萬
PharVision Advisers, LLC3,851$20.0 萬
Quest Partners LLC3,651$19.0 萬
Harbor Investment Advisory, LLC1,703$8.85 萬
Kestra Advisory Services, LLC1,421$7.38 萬
Quarry LP732$3.80 萬
Wexford Capital LP411$2.14 萬
T. Rowe Price Investment Management, Inc.200$1.10 萬
DV Trading LLC99$5,145
NBC Securities, Inc.96$4,989
SageView Advisory Group, LLC65$3,379
United Financial Planning Group LLC9$468

尚未申報 2026 年第 1 季的機構(9 家)

2025 年第 4 季季末持有 Core & Main, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 CNM、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc17,598,217$9.15 億
Norges Bank2,083,218$1.08 億
Thomasville National Bank213,816$1,111 萬
Brandywine Global Investment Management, LLC131,625$684.1 萬
Comerica Bank63,413$329.6 萬
Meritage Portfolio Management15,339$79.7 萬
Global Retirement Partners, LLC3,084$16.0 萬
CIBC Private Wealth Group, LLC1,298$6.75 萬
ORG Partners LLC3$155