CNM
Core & Main, Inc. · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +6.3% ·
nuevas posiciones netas +7.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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 | State Street Global Advisors ✦ (pasivo) | 5.92M | +0.2% | $286.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.45M | +5.0% | $166.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.45M | +5.0% | $166.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 1.85M | -5.8% | $89.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 1.16M | +184.8% | $56.21M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 636.96K | +27.3% | $30.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 620.68K | +104.0% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 423.65K | -4.6% | $20.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 423.65K | -4.6% | $20.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 318.60K | -28.9% | $15.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 189.66K | -17.4% | $9.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 189.66K | -17.4% | $9.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 189.66K | -17.4% | $9.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 110.00K | Nuevo | $5.31M | 0.0% | New | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 18.37K | +260.0% | $887,261 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 8.29K | Nuevo | $395,527 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 8.29K | Nuevo | $395,527 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 8.29K | Nuevo | $395,527 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 8.29K | Nuevo | $395,527 | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 3.01K | -99.0% | $145,413 | 0.0% | ▼ Trim | 4 | 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
| Adage Capital Partners | $5.31M | 0.0% |
| AQR Capital Management | $395,527 | 0.0% |
| AQR Capital Management | $395,527 | 0.0% |
| AQR Capital Management | $395,527 | 0.0% |
| AQR Capital Management | $395,527 | 0.0% |
Posición cerrada
| Marshall Wace | $2.72M | era 0.0% |
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.