Jefferies Group's CNM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10,822 shares of Core & Main, Inc. (CNM) worth $562,419, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 3,609 shares. Largest reduction occurred in Q1 2024, reducing 78,326 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Core & Main (CNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Core & Main (CNM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -11,678 | Reduce 51.90% | 10,822 | $51.97 |
| Q3 2025 | -4,000 | Reduce 15.09% | 22,500 | $53.83 |
| Q2 2025 | +3,609 | Add 15.77% | 26,500 | $60.35 |
| Q1 2025 | -4,518 | Reduce 16.48% | 22,891 | $48.31 |
| Q4 2024 | -3,597 | Reduce 11.60% | 27,409 | $50.91 |
| Q3 2024 | -61,494 | Reduce 66.48% | 31,006 | $44.40 |
| Q2 2024 | -52,174 | Reduce 36.06% | 92,500 | $48.94 |
| Q1 2024 | -78,326 | Reduce 35.12% | 144,674 | $57.25 |
| Q4 2023 | +223,000 | New Buy | 223,000 | $40.41 |
Jefferies Group's Core & Main Investment FAQs
Jefferies Group first purchased Core & Main, Inc. (CNM) in Q4 2023, acquiring 223,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Core & Main, Inc. (CNM) for 9 quarters since Q4 2023.
Jefferies Group's largest addition to Core & Main, Inc. (CNM) was in Q4 2023, adding 223,000 shares worth $9.01 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,822 shares of Core & Main, Inc. (CNM), valued at approximately $562,419.
As of the Q4 2025 filing, Core & Main, Inc. (CNM) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Core & Main, Inc. (CNM) was 223,000 shares, as reported at the end of Q4 2023.