Steven Cohen's CNM Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 694,769 shares of Core & Main, Inc. (CNM) worth $36.11 M, representing 0.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in CNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 754,977 shares. Largest reduction occurred in Q3 2025, reducing 618,501 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Core & Main (CNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Core & Main (CNM) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +134,429 | Add 23.99% | 694,769 | $51.97 |
| Q3 2025 | -618,501 | Reduce 52.47% | 560,340 | $53.83 |
| Q2 2025 | +15,277 | Add 1.31% | 1.18 M | $60.35 |
| Q1 2025 | +754,977 | Add 184.78% | 1.16 M | $48.31 |
| Q4 2024 | +187,471 | Add 84.78% | 408,587 | $50.91 |
| Q3 2024 | -614,320 | Reduce 73.53% | 221,116 | $44.40 |
| Q2 2024 | -264,516 | Reduce 24.05% | 835,436 | $48.94 |
| Q1 2024 | -126,746 | Reduce 10.33% | 1.1 M | $57.25 |
| Q4 2023 | +528,811 | Add 75.77% | 1.23 M | $40.41 |
| Q3 2023 | +697,887 | New Buy | 697,887 | $28.85 |
| Q1 2023 | -164,400 | Sold Out | 0 | $0.00 |
| Q4 2022 | +164,400 | New Buy | 164,400 | $19.31 |
Steven Cohen's Core & Main Investment FAQs
Steven Cohen first purchased Core & Main, Inc. (CNM) in Q4 2022, acquiring 164,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Core & Main, Inc. (CNM) for 12 quarters since Q4 2022.
Steven Cohen's largest addition to Core & Main, Inc. (CNM) was in Q1 2025, adding 1,163,564 shares worth $56.21 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 694,769 shares of Core & Main, Inc. (CNM), valued at approximately $36.11 M.
As of the Q4 2025 filing, Core & Main, Inc. (CNM) represents approximately 0.04% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Core & Main, Inc. (CNM) was 1,226,698 shares, as reported at the end of Q4 2023.