Steven Cohen's CNM Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 2.84 M shares of Core & Main, Inc. (CNM) worth $140.36 M, representing 0.18% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 2026, adding 2.15 M 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 |
|---|---|---|---|---|
| Q1 2026 | +2.15 M | Add 308.95% | 2.84 M | $49.40 |
| 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 13 quarters since Q4 2022.
Steven Cohen's largest addition to Core & Main, Inc. (CNM) was in Q1 2026, adding 2,841,248 shares worth $140.36 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 2,841,248 shares of Core & Main, Inc. (CNM), valued at approximately $140.36 M.
As of the Q1 2026 filing, Core & Main, Inc. (CNM) represents approximately 0.18% 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 2,841,248 shares, as reported at the end of Q1 2026.