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Which hedge funds own CNM? CORE & MAIN INC, Q2 2026 13F holders

IndustrialsIndustrial Distribution

69 tracked hedge funds disclosed a position in CNM (CORE & MAIN INC) in their Q2 2026 13F filings, worth $1.7bn in total. The largest holder by portfolio weight is Circumference Group LLC at 10.5% of its book. 23 opened a new position this quarter: Sunriver Management LLC, Bornite Capital Management LP, Canyon Capital Advisors LLC, Medina Value Partners, LLC. 21 exited: Sea Cliff Partners Management, LP, Dendur Capital LP, Interval Partners, LP.

69
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
23
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
21
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$146m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$222m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.7bn
Combined value
Sum of the holders' reported positions in the security.
5.6%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

69 rows
Circumference Group LLC Hedge fund10.5%$4.8m100,0000.0%held
ACK Asset Management LLC Hedge fund6.1%$52.6m1.09m+21%added
Fernbridge Capital Management LP Hedge fund4.8%$64.9m1.35m+15%added
Sunriver Management LLC Hedge fund4.7%$29.9m620,017–new
Bornite Capital Management LP Hedge fund4.6%$36.6m759,000–new
Trigran Investments, Inc. Hedge fund4.2%$22.8m472,746+197%added
Forest Avenue Capital Management LP Hedge fund3.6%$86.5m1.79m−0.8%reduced
Spruce House Investment Management LLC Hedge fund3.1%$104m2.15m0.0%held
Goodnow Investment Group, LLC Hedge fund2.9%$28.1m582,813−23%reduced
Canyon Capital Advisors LLC Hedge fund2.8%$24.6m510,000–new
Medina Value Partners, LLC Hedge fund2.4%$12.2m253,259–new
Findlay Park Partners Long-only investor1.6%$116m2.40m+20%added
Expect Equity LLC Hedge fund1.5%$2.4m49,880+6.5%added
Select Equity Group, L.P. Hedge fund1.5%$282m5.84m−19%reduced
Hill City Capital, LP Hedge fund1.2%$49.6m1.03m+19%added
Zimmer Partners, LP Hedge fund1.1%$45.0m933,357+117%added
Samlyn Capital, LLC Hedge fund1.0%$61.9m1.28m−28%reduced
HITE Hedge Asset Management LLC Hedge fund0.7%$13.1m270,589−11%reduced
Lighthouse Investment Partners, LLC Hedge fund0.7%$21.4m443,486+203%added
Atom Investors LP Hedge fund0.3%$3.6m74,801+941%added
Point72 Asset Management, L.P. Hedge fund0.2%$149m3.08m+8.4%added
Lecap Asset Management Ltd Hedge fund0.2%$493k10,211−64%reduced
Bayforest Capital Ltd Hedge fund0.2%$204k4,236–new
Oxford Asset Management LLP Hedge fund0.2%$384k7,950–new
Qsemble Capital Management, LP Hedge fund0.2%$1.4m28,505+6.1%added
Occudo Quantitative Strategies LP Hedge fund0.2%$2.9m59,563–new
Soros Fund Management Family office0.1%$11.4m236,431+1.7%added
Oak Thistle LLC Hedge fund0.1%$1.5m32,020–new
iSAM Funds (UK) Ltd Hedge fund0.1%$207k4,300–new
Engineers Gate Manager LP Hedge fund0.1%$11.1m230,925−68%reduced
D. E. Shaw & Co., Inc. Hedge fund0.1%$221m4.58m+19%added
AlphaGrep UK Ltd Hedge fund0.1%$419k8,687−15%reduced
Freestone Grove Partners LP Hedge fund0.1%$18.9m391,766–new
Renaissance Technologies LLC Hedge fund0.09%$68.0m1.41m+73%added
ExodusPoint Capital Management, LP Hedge fund0.09%$9.7m201,418–new
Verition Fund Management LLC Hedge fund0.08%$10.9m225,000+22%added
Y-Intercept (Hong Kong) Ltd Hedge fund0.07%$3.7m75,909+867%added
Campbell & CO Investment Adviser LLC Hedge fund0.07%$1.3m25,951+54%added
111 Capital Hedge fund0.06%$346k7,167–new
Dark Forest Capital Management LP Hedge fund0.06%$910k18,870+38%added
Polar Capital Holdings Plc Hedge fund0.05%$18.0m373,710+39%added
Concentric Capital Strategies, LP Hedge fund0.05%$757k15,692−31%reduced
Machina Capital S.A.S. Hedge fund0.05%$286k5,934–new
FORA Capital, LLC Hedge fund0.03%$507k10,504–new
Qube Research & Technologies Ltd Hedge fund0.03%$29.6m613,800−63%reduced
Hillsdale Investment Management Inc. Hedge fund0.03%$1.3m27,930–new
Citadel Advisors LLC Hedge fund0.03%$47.6m985,716+1361%added
Brevan Howard Capital Management LP Hedge fund0.02%$1.5m31,476+34%added
Squarepoint Ops LLC Hedge fund0.02%$10.4m215,273+109%added
Balyasny Asset Management L.P. Hedge fund0.02%$9.6m199,699−73%reduced