CNM
Core & Main, Inc. · Industrials · Industrial - Distribution
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +18.2% ·
Aktienfluss +11.9% ·
neue Nettopositionen +15.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passiv) | 3.26M | +14.5% | $144.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passiv) | 3.26M | +14.5% | $144.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passiv) | 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 | Neu | $25.00M | 0.0% | New | 1 | SEC ↗ |
| 7 | Duquesne Family Office ✦ | 475.19K | Neu | $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 | Neu | $3.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 75.47K | Neu | $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 ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| 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% |
Ausgestiegen
| Two Sigma Investments | $4.59M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 468 Inhaber, 193.14M Anteile, $9.14B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.