CNM - CORE & MAIN INC
This page shows which of the focused investors we track hold CNM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2023 it was held by 3 managers with an aggregate reported value of $48.57M, which is 0.00% of the combined portfolio.
As of Q4 2023, 3 tracked institutional managers held CNM (CORE & MAIN INC) with an aggregate reported value of $48.57M — 0.00% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- CNM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Vulcan Value Partners - Vulcan Value Partners | 0.15% | Reduce -23.7% | 257,850 | $10.42M |
| 2 | Polen Capital Management - Polen Capital Management | 0.02% | New | 187,140 | $7.56M |
Put holders — short bets
1 manager has put options on CNM — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.
| 1 | Lee Ainslie - Maverick Capital | New | 756,900 | $30.59M |
Loading holder history for CNM…