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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $78.95 M.
Top institutional holders include Steven Cohen and George Soros.
Institutional sentiment is currently Bullish. This is evidenced by a $29.96 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 338.1%. Conversely, Joel Greenblatt reduced exposure by 68.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Core & Main, Inc. (CNM)
Major holders include Steven Cohen ($36.11 M), George Soros ($22.58 M), Paul Tudor Jones ($17.46 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.55 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.96 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited CNM. The total reported sell value was $19.74 M.
Yes, 2 managers opened new positions in CNM, and 2 increased their existing holdings. The total reported buy value was $49.7 M.