CORE & MAIN INC CNM
CL A · Common Stock · CUSIP 21874C102 · ISIN US21874C1027
Infrastructure (water, wastewater, storm drainage and fire protection) limited partnership company
- SectorIndustrials
- IndustryWholesale-Durable Goods, NEC
- HeadquartersSt. Louis, MO
- Founded2017
- Websitecoreandmain.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.26. Options: 8 managers hold calls ($30.6m notional), 5 hold puts ($19.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 170 |
| Q4 2022 | 168 |
| Q1 2023 | 181 |
| Q2 2023 | 224 |
| Q3 2023 | 266 |
| Q4 2023 | 365 |
| Q1 2024 | 431 |
| Q2 2024 | 421 |
| Q3 2024 | 390 |
| Q4 2024 | 416 |
| Q1 2025 | 423 |
| Q2 2025 | 448 |
| Q3 2025 | 429 |
| Q4 2025 | 439 |
| Q1 2026 | 476 |
| Q2 2026 | 454 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 193 | 240 |
| Q4 2024 | 208 | 191 |
| Q1 2025 | 195 | 218 |
| Q2 2025 | 210 | 217 |
| Q3 2025 | 204 | 236 |
| Q4 2025 | 191 | 240 |
| Q1 2026 | 241 | 199 |
| Q2 2026 | 217 | 257 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $104.0m | $26.7m | 0.26 |
| Q4 2025 | $40.1m | $11.8m | 0.29 |
| Q1 2026 | $23.8m | $3.0m | 0.13 |
| Q2 2026 | $30.6m | $19.7m | 0.64 |
Biggest buyers
| FMR LLC | Added | +3.6m |
| NORDEA INVESTMENT MANAGEMENT AB | New | +2.5m |
| NEUBERGER BERMAN GROUP LLC | Added | +1.8m |
| Impax Asset Management Group plc | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +918.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +814.5k |
| Amundi | Added | +796.0k |
| Bornite Capital Management LP | New | +759.0k |
| D. E. Shaw & Co., Inc. | Added | +735.0k |
| Sunriver Management LLC | New | +620.0k |
Biggest sellers
| Pictet Asset Management Holding SA | Reduced | -1.6m |
| Interval Partners, LP | Sold out | -1.6m |
| Select Equity Group, L.P. | Reduced | -1.4m |
| RAYMOND JAMES FINANCIAL INC | Reduced | -1.1m |
| Qube Research & Technologies Ltd | Reduced | -1.0m |
| DENDUR CAPITAL LP | Sold out | -898.0k |
| BlackRock, Inc. | Reduced | -848.3k |
| TRUIST FINANCIAL CORP | Reduced | -740.1k |
| FEDERATED HERMES, INC. | Reduced | -731.7k |
| Invesco Ltd. | Reduced | -637.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $10.5m216.9k shares |
| JANE STREET GROUP, LLC | Added | $8.1m167.0k shares |
| Zimmer Partners, LP | New | $4.8m100.0k shares |
| IMC-Chicago, LLC | Added | $3.1m63.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.7m56.1k shares |
| GROUP ONE TRADING LLC | Unchanged | $1.5m30.9k shares |
| SIMPLEX TRADING, LLC | Unchanged | $24.1k500 shares |
| Burk Holdings LLC | New | $780400 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $18.1m375.4k shares |
| IMC-Chicago, LLC | Added | $1.1m23.5k shares |
| JANE STREET GROUP, LLC | New | $395.6k8.2k shares |
| SIMPLEX TRADING, LLC | Added | $24.1k500 shares |
| GROUP ONE TRADING LLC | Reduced | $4.8k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +0.1 pts · filed 2026-04-07 | 10.1% |
| Capital World Investors 13G · institution new · filed 2026-05-14 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: MORGAN STANLEY (2.7%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Select Equity Group, L.P. (4.1%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $15.9m | $15.9m |
| Q1 2025 | 0 | — | 3 | $12.9m | $12.9m |
| Q2 2025 | 0 | — | 4 | $10.5m | $10.5m |
| Q3 2025 | 0 | — | 5 | $26.3m | $18.6m |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $100.0k | 1 | $262.7k | $262.7k |
| Q3 2026 | 1 | $95.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-06 | Hope James D Director | Bought | $95.1k2.1k shares |
| 2026-04-17 | Bradbury Robyn L Chief Financial Officer | Sold plan | $262.7k5.0k shares |
| 2026-04-07 | Hope James D Director | Bought | $100.0k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 18.4m $885.8m | Reduced -848.3k |
| Capital World Investors 0.07% of their portfolio | 11.5m $553.6m | Reduced -98.3k |
| FMR LLC 0.02% of their portfolio | 9.0m $432.3m | Added +3.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 8.5m $411.0m | Added +51.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 8.3m $398.1m | Added +432.2k |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 6.2m $301.5m | Added +118.0k |
| MORGAN STANLEY 0.02% of their portfolio | 6.0m $291.4m | Added +604.6k |
| STATE STREET CORP 0.01% of their portfolio | 5.9m $285.1m | Added +128.3k |
| Select Equity Group, L.P. 1.49% of their portfolio | 5.8m $281.8m | Reduced -1.4m |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.49% of their portfolio | 5.5m $264.8m | Reduced -264.0k |
| Pictet Asset Management Holding SA 0.23% of their portfolio | 5.0m $239.5m | Reduced -1.6m |
| D. E. Shaw & Co., Inc. 0.14% of their portfolio | 4.6m $220.9m | Added +735.0k |
| Impax Asset Management Group plc 1.32% of their portfolio | 4.2m $202.8m | Added +1.4m |
| Amundi 0.04% of their portfolio | 3.8m $185.6m | Added +796.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.6m $172.6m | Reduced -174.2k |
| Jupiter Topco LLC 0.07% of their portfolio | 3.4m $164.5m | First filing |
| Point72 Asset Management, L.P. 0.23% of their portfolio | 3.1m $148.6m | Added +237.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.8m $135.4m | Added +144.3k |
| KBC Group NV 0.29% of their portfolio | 2.8m $133.7m | Added +32.5k |
| Camrose Capital Investment Partners LLP 13.65% of their portfolio | 2.5m $120.8m | Added +236.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 2.5m $118.7m | New |
| NORGES BANK 0.01% of their portfolio | 2.4m $115.8m | Not comparable |
| Findlay Park Partners LLP 1.56% of their portfolio | 2.4m $115.6m | Added +399.1k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 2.4m $114.0m | Added +1.8m |
| FIDUCIARY MANAGEMENT INC /WI/ 1.58% of their portfolio | 2.3m $111.4m | Reduced -173.9k |
| BESSEMER GROUP INC 0.15% of their portfolio | 2.2m $107.3m | Reduced -438.7k |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3.05% of their portfolio | 2.1m $103.7m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.1m $99.8m | Added +114.9k |
| Invesco Ltd. 0.01% of their portfolio | 2.0m $96.9m | Reduced -637.0k |
| Forest Avenue Capital Management LP 3.63% of their portfolio | 1.8m $86.5m | Reduced -14.5k |
| Liontrust Investment Partners LLP 1.20% of their portfolio | 1.7m $81.4m | Added +104.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.6m $80.9m | Reduced -58.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $71.8m | Reduced -21.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $68.8m | Reduced -335.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.4m $68.0m | Added +594.4k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 4.75% of their portfolio | 1.3m $64.9m | Added +172.1k |
| UBS Group AG 0.01% of their portfolio | 1.3m $62.4m | Added +435.7k |
| SAMLYN CAPITAL, LLC 1.03% of their portfolio | 1.3m $61.9m | Reduced -489.0k |
| Handelsbanken Fonder AB 0.17% of their portfolio | 1.2m $59.5m | Reduced -67.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.2m $57.5m | Added +181 |
| ACK Asset Management LLC 6.14% of their portfolio | 1.1m $52.6m | Added +190.0k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 1.0m $50.4m | Added +54.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.0m $49.7m | Reduced -202.7k |
| Hill City Capital, LP 1.16% of their portfolio | 1.0m $49.6m | Added +161.1k |
| CDAM (UK) Ltd 12.68% of their portfolio | 1.0m $49.1m | Reduced -245.5k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 985.7k $47.6m | Added +918.3k |
| Zimmer Partners, LP 1.06% of their portfolio | 933.4k $45.0m | Added +503.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 902.8k $43.6m | Added +318.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.15% of their portfolio | 862.2k $41.6m | Added +814.5k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 829.5k $41.0m | Added +210 |
| Bornite Capital Management LP 4.61% of their portfolio | 759.0k $36.6m | New |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 727.8k $35.1m | Reduced -204.6k |
| Robeco Schweiz AG 0.55% of their portfolio | 711.8k $34.3m | Reduced -49.0k |
| Legal & General Group Plc 0.01% of their portfolio | 677.6k $32.7m | Added +22.3k |
| PGGM Investments 0.80% of their portfolio | 674.8k $32.6m | Added +207.3k |
| Nuveen, LLC 0.01% of their portfolio | 664.7k $32.1m | Reduced -22.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 625.2k $30.2m | Added +218.5k |
| Sunriver Management LLC 4.70% of their portfolio | 620.0k $29.9m | New |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 613.8k $29.6m | Reduced -1.0m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 600.8k $29.0m | Reduced -14.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.19% of their portfolio | 586.6k $28.3m | Reduced -23.6k |
| GOODNOW INVESTMENT GROUP, LLC 2.92% of their portfolio | 582.8k $28.1m | Reduced -171.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 570.7k $27.5m | Added +8.3k |
| Daiwa Securities Group Inc. 0.06% of their portfolio | 555.0k $26.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 553.9k $26.7m | Added +148.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 552.0k $26.6m | Reduced -16.3k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 544.7k $26.3m | Reduced -575.6k |
| CANYON CAPITAL ADVISORS LLC 2.79% of their portfolio | 510.0k $24.6m | New |
| Thomasville National Bank 1.33% of their portfolio | 499.7k $24.1m | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 493.9k $23.8m | Added +282.2k |
| Swedbank AB 0.02% of their portfolio | 487.0k $23.5m | Reduced -366.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 481.7k $23.2m | Reduced -28.9k |
| DF DENT & CO INC 0.44% of their portfolio | 479.5k $23.1m | Added +5.1k |
| Trigran Investments, Inc. 4.18% of their portfolio | 472.7k $22.8m | Added +313.4k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.21% of their portfolio | 455.1k $22.0m | Added +97.9k |
| Lighthouse Investment Partners, LLC 0.67% of their portfolio | 443.5k $21.4m | Added +297.0k |
| Pembroke Management, LTD 1.50% of their portfolio | 437.4k $21.1m | Reduced -268.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 419.1k $20.0m | Reduced -311.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 410.5k $19.8m | Added +13.6k |
| Local Pensions Partnership Investment Ltd 0.41% of their portfolio | 403.0k $19.4m | Unchanged |
| MIROVA 0.71% of their portfolio | 399.2k $19.3m | Reduced -18.8k |
| Freestone Grove Partners LP 0.12% of their portfolio | 391.8k $18.9m | New |
| Swiss National Bank 0.01% of their portfolio | 377.4k $18.2m | Added +3.5k |
| Polar Capital Holdings Plc 0.05% of their portfolio | 373.7k $18.0m | Added +105.6k |
| FIL Ltd 0.01% of their portfolio | 366.0k $17.7m | Added +52.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.31% of their portfolio | 340.3k $16.4m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 332.3k $16.0m | Added +308.4k |
| CI INVESTMENTS INC. 0.05% of their portfolio | 321.1k $15.5m | Reduced -37.1k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 311.4k $15.0m | Reduced -26.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 272.2k $13.1m | Added +139.9k |
| HITE Hedge Asset Management LLC 0.72% of their portfolio | 270.6k $13.1m | Reduced -33.0k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 269.5k $13.0m | Added +231.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% of their portfolio | 268.1k $12.9m | Added +53.9k |
| DNB Asset Management AS 0.04% of their portfolio | 265.0k $12.8m | Added +32.8k |
| Medina Value Partners, LLC 2.39% of their portfolio | 253.3k $12.2m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 251.7k $12.1m | Added +86.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 249.5k $12.0m | Reduced -1.1m |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 246.4k $11.9m | Reduced -65.6k |
| SOROS FUND MANAGEMENT LLC 0.15% of their portfolio | 236.4k $11.4m | Added +4.0k |
| Perpetual Ltd 0.16% of their portfolio | 236.0k $11.4m | Added +12.1k |