CNM
Core & Main, Inc. · Industrials · Industrial - Distribution
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 128 | +2 | 131.98M | $6.37B | +8 | −5 |
| Q1 2026 | 128 | +6 | 130.30M | $6.44B | +10 | −5 |
| Q4 2025 | 122 | 0 | 140.50M | $7.30B | +3 | −2 |
| Q3 2025 | 17 | -1 | 79.56M | $4.28B | +2 | −4 |
| Q2 2025 | 16 | 0 | 58.42M | $3.53B | +1 | −1 |
| Q1 2025 | 13 | +1 | 14.72M | $711.02M | +2 | −1 |
| Q4 2024 | 12 | -2 | 13.84M | $704.68M | +1 | −3 |
| Q3 2024 | 13 | +2 | 8.02M | $356.18M | +3 | −1 |
| Q2 2024 | 11 | — | 7.17M | $350.81M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 2.85M | — | $139.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.85M | — | $139.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Norges Bank ✦ (pasivo) | 1.76M | — | $86.16M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 835.44K | — | $40.89M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 756.71K | — | $37.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 756.71K | — | $37.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 278.81K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 278.81K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 278.81K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 278.81K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 244.38K | — | $11.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 244.38K | — | $11.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 164.90K | — | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 145.88K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 93.76K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 34.93K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 2.59K | — | $126,706 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 468 tenedores, 193.14M acciones, $9.14B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.