证券记录 · 已归档季度
CNM
Core & Main, Inc. · Industrials · Industrial - Distribution
13被追踪持有人
+2Δ持有人
8.02M持有股份
$356.18M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +18.2% ·
股份流向 +11.9% ·
净新建仓位 +15.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q3 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (被动) | 3.26M | +14.5% | $144.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 3.26M | +14.5% | $144.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (被动) | 2.20M | +24.7% | $97.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 646.27K | -14.6% | $28.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 646.27K | -14.6% | $28.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 562.98K | 新增 | $25.00M | 0.0% | New | 1 | SEC ↗ |
| 7 | Duquesne Family Office ✦ | 475.19K | 新增 | $21.10M | 0.7% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 231.32K | -17.0% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 231.32K | -17.0% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 231.32K | -17.0% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 231.32K | -17.0% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 221.12K | -73.5% | $9.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 215.58K | +8226.8% | $9.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 75.47K | 新增 | $3.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 75.47K | 新增 | $3.35M | 0.0% | New | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 74.90K | -54.6% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 36.41K | -75.0% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 14.90K | -57.3% | $661,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 9.74K | -96.0% | $432,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.74K | -96.0% | $432,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Millennium Management | $25.00M | 0.0% |
| Duquesne Family Office | $21.10M | 0.7% |
| D. E. Shaw & Co. | $3.35M | 0.0% |
| D. E. Shaw & Co. | $3.35M | 0.0% |
已清仓
| Two Sigma Investments | $4.59M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 468 持有人, 193.14M 股份, $9.14B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2024 ·
方法论 ·
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