Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
CNMIndustrialsCommon Stock

Core & Main, Inc (Class A)

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 21874C102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 10 of the investors we track own this stock. In the latest quarter, 7 of them bought more of it and 2 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
+2 vs last quarter (like-for-like)
Total value held
$903.33M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.2%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$14.74M
+1.9% vs last quarter
Net shares bought
+678.3K
Est. net flow +$32.73M
Quarter activity
7 bought · 2 sold
2 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns CNM?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns CNM? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↑ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
10 Ray Dalio Bridgewater Associates 29.37K $1.42M 0.0% New +29.4K — +$1.42M
9 Two Sigma Two Sigma Investments 34.00K $1.64M 0.0% New +34.0K — +$1.64M
8 Israel Englander Millennium Management 130.45K $6.29M 0.0% Reduced -460.6K -77.9% -$22.22M
7 George Soros Soros Fund Management 236.43K $11.41M 0.1% Added +4.0K +1.7% +$192.71K
6 Ken Griffin Citadel Advisors 985.72K $47.56M 0.0% Added +918.3K +1361.4% +$44.31M
5 Jim Simons Renaissance Technologies 1.41M $67.96M 0.1% Added +594.4K +73.0% +$28.68M
4 Norges Bank Norges Bank Investment Management 2.40M $115.78M 0.0% — — — —
3 Steve Cohen Point72 Asset Management 3.08M $148.56M 0.2% Added +237.8K +8.4% +$11.47M
2 David Shaw D.E. Shaw & Co. 4.58M $220.91M 0.1% Added +735.0K +19.1% +$35.46M
1 Select Equity Group Select Equity Group 5.84M $281.79M 1.5% Reduced -1.4M -19.5% -$68.22M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in CNM

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Lisa McClain Politician Oct 30, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Nov 21, 2025 22 days PTR ↗
Lisa McClain Politician Oct 30, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab 401K > Schwab 893 Nov 21, 2025 22 days PTR ↗
Lisa McClain Politician Oct 31, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab 401K > Schwab 893 Nov 21, 2025 21 days PTR ↗
Lisa McClain Politician Sep 11, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Oct 22, 2025 41 days PTR ↗
Lisa McClain Politician Jun 11, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Aug 13, 2025 63 days Late PTR ↗
Lisa McClain Politician Jun 17, 2025 CNM Core & Main, Inc. Class A Common Stock (CNM) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Aug 13, 2025 57 days Late PTR ↗
Michael T. McCaul Politician Aug 26, 2024 CNM CORE & MAIN INC : a scanned Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Sep 16, 2024 21 days PTR ↗