Guru Ownership Trend
Guru Analysis for Core & Main, Inc. (CNM)
Core & Main, Inc. (CNM), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $239.7 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $173.31 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 994.7%. Conversely, George Soros reduced exposure by 46.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Core & Main, Inc. (CNM)
Major holders include Steven Cohen ($140.36 M), Renaissance Technologies (RenTech) ($40.22 M), Cliff Asness ($35.42 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.07 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $173.31 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CNM. The total reported sell value was $10.54 M.
Yes, 1 managers opened new positions in CNM, and 4 increased their existing holdings. The total reported buy value was $183.85 M.
