CNM · Insider trading · 13F holders · Congress trades
Core & Main, Inc. (CNM)
Who is buying and selling CNM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 43
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
CNM at a glance
- No open-market insider purchases or sales of CNM were filed in the last 90 days.
- 43 13F filers hold CNM among their 50 largest positions, worth $2.1B combined, including Zach Sternberg and Ben Stein and Robert Pohly. The biggest bets by portfolio weight are Camrose Capital Investment Partners LLP (13.7%), CDAM (UK) Ltd (12.7%) and Circumference Group LLC (10.5%). In their latest 13Fs, 6 managers opened a new position and 12 added to one.
- Members of Congress have disclosed 12 CNM trades since 2025, 2 purchases and 4 sales in the past year; the latest was April McClain Delaney (D-MD), selling $100K–250K on Aug 25, 2026.
- CNM last closed at $44.02 on Oct 30, 2026.
CNM insider trading
No open-market insider purchases or sales of CNM were filed in the last 90 days.
Who owns CNM? Hedge funds and superinvestors
43 13F filers hold CNM among their 50 largest positions, worth $2.1B combined, including Zach Sternberg and Ben Stein and Robert Pohly. The biggest bets by portfolio weight are Camrose Capital Investment Partners LLP (13.7%), CDAM (UK) Ltd (12.7%) and Circumference Group LLC (10.5%). In their latest 13Fs, 6 managers opened a new position and 12 added to one.
Superinvestors holding CNM: Zach Sternberg and Ben Stein 3.1% · Robert Pohly 1.0%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Select Equity Group, L.P.Hedge fund | 1.5% | $281.8M | 5,840,259 | -19.5% shares | Q2 2026 |
| Royal London Asset Management LtdAsset manager | 0.5% | $264.8M | 5,488,673 | -4.6% shares | Q2 2026 |
| Impax Asset Management Group plcMutual fund manager | 1.3% | $202.8M | 4,203,618 | +47.4% shares | Q2 2026 |
| Camrose Capital Investment Partners LLPHedge fund | 13.7% | $120.8M | 2,504,211 | +10.4% shares | Q2 2026 |
| Findlay Park Partners LLPHedge fund | 1.6% | $115.6M | 2,395,854 | +20.0% shares | Q2 2026 |
| Fiduciary Management Inc /wi/Wealth manager | 1.6% | $111.4M | 2,308,589 | -7.0% shares | Q2 2026 |
| Zach Sternberg and Ben SteinHedge fund | 3.1% | $103.7M | 2,150,000 | +0.0% shares | Q2 2026 |
| Forest Avenue Capital Management LPHedge fund | 3.6% | $86.5M | 1,793,541 | -0.8% shares | Q2 2026 |
| Liontrust Investment Partners LLPInvestment manager | 1.2% | $81.4M | 1,687,635 | +6.6% shares | Q2 2026 |
| Fernbridge Capital Management LPHedge fund | 4.8% | $64.9M | 1,345,061 | +14.7% shares | Q2 2026 |
| Robert PohlyHedge fund | 1.0% | $61.9M | 1,282,668 | -27.6% shares | Q2 2026 |
| ACK Asset Management LLCHedge fund | 6.1% | $52.6M | 1,090,000 | +21.1% shares | Q2 2026 |
| Hill City Capital, LPHedge fund | 1.2% | $49.6M | 1,028,650 | +18.6% shares | Q2 2026 |
| CDAM (UK) LtdInstitutional asset manager | 12.7% | $49.1M | 1,017,772 | -19.4% shares | Q2 2026 |
| Zimmer Partners, LPHedge fund | 1.1% | $45.0M | 933,357 | +117.1% shares | Q2 2026 |
| Bornite Capital Management LPHedge fund | 4.6% | $36.6M | 759,000 | New | Q2 2026 |
| PGGM InvestmentsAsset manager | 0.8% | $32.6M | 674,767 | — | Q2 2026 |
| Sunriver Management LLCInvestment manager | 4.7% | $29.9M | 620,017 | New | Q2 2026 |
| Goodnow Investment Group, LLCHedge fund | 2.9% | $28.1M | 582,813 | -22.7% shares | Q2 2026 |
| Canyon Capital Advisors LLCHedge fund | 2.8% | $24.6M | 510,000 | New | Q2 2026 |
| Thomasville National BankBank & trust | 1.3% | $24.1M | 499,731 | +133.7% shares | Q2 2026 |
| Trigran Investments, Inc.Hedge fund | 4.2% | $22.8M | 472,746 | +196.6% shares | Q2 2026 |
| Lighthouse Investment Partners, LLCHedge fund | 0.7% | $21.4M | 443,486 | — | Q2 2026 |
| Pembroke Management, LTDHedge fund | 2.4% | $19.3M | 465,045 | — | Q3 2026 |
| MirovaHedge fund | 0.7% | $19.3M | 399,233 | -4.5% shares | Q2 2026 |
| Local Pensions Partnership Investment LtdPension fund | 0.4% | $16.7M | 403,000 | +0.0% shares | Q3 2026 |
| HITE Hedge Asset Management LLCHedge fund | 0.7% | $13.1M | 270,589 | -10.9% shares | Q2 2026 |
| Medina Value Partners, LLCHedge fund | 2.4% | $12.2M | 253,259 | New | Q2 2026 |
| South Street Advisors LLCWealth manager | 1.4% | $10.8M | 223,094 | +1.1% shares | Q2 2026 |
| Clear Harbor Asset Management, LLCWealth manager | 0.6% | $10.3M | 212,816 | +0.9% shares | Q2 2026 |
The 30 largest of 43 positions, by value. Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 38). Screen CNM in the grand portfolio →
CNM stock trades by members of Congress
Members of Congress have disclosed 12 CNM trades since 2025, 2 purchases and 4 sales in the past year; the latest was April McClain Delaney (D-MD), selling $100K–250K on Aug 25, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 9, 2026 | April McClain DelaneyD-MD · House | Sale | $100K–250K | Aug 25, 2026 | -0.1% |
| Jul 7, 2026 | April McClain DelaneyD-MD · House | Sale | $1K–15K | Jun 12, 2026 | -8.9% |
| Nov 21, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Oct 31, 2025 | -15.6% |
| Nov 21, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Oct 30, 2025 | -15.9% |
| Nov 21, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Oct 30, 2025 | -15.9% |
| Oct 22, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Sep 11, 2025 | -11.0% |
| Sep 2, 2025 | April McClain DelaneyD-MD · House | Sale | $15K–50K | Aug 11, 2025 | -30.9% |
| Sep 2, 2025 | April McClain DelaneyD-MD · House | Sale | $15K–50K | Aug 4, 2025 | -31.0% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Jun 17, 2025 | -20.9% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Jun 11, 2025 | -23.4% |
| May 2, 2025 | April McClain DelaneyD-MD · House | Buy | $1K–15K | Apr 7, 2025 | -3.1% |
| Mar 20, 2025 | April McClain DelaneyD-MD · House | Buy | $1K–15K | Feb 8, 2025 | -19.4% |
2 members have traded CNM: April McClain Delaney, Lisa C. McClain.
Analysis mentioning CNM
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CNM questions and answers
Are insiders buying CNM stock?
No open-market insider purchases or sales of CNM were filed in the last 90 days.
Which hedge funds own CNM?
43 13F filers hold CNM among their 50 largest positions, worth $2.1B combined, including Zach Sternberg and Ben Stein and Robert Pohly. The biggest bets by portfolio weight are Camrose Capital Investment Partners LLP (13.7%), CDAM (UK) Ltd (12.7%) and Circumference Group LLC (10.5%). In their latest 13Fs, 6 managers opened a new position and 12 added to one.
Has Congress traded CNM?
Members of Congress have disclosed 12 CNM trades since 2025, 2 purchases and 4 sales in the past year; the latest was April McClain Delaney (D-MD), selling $100K–250K on Aug 25, 2026.
Who is the largest holder of CNM?
Among 13F filers, Select Equity Group, L.P. reports the largest CNM position, $281.8M (5,840,259 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Camrose Capital Investment Partners LLP's: 13.7% of its portfolio.
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