CNM
Core & Main, Inc. · Industrials · Industrial - Distribution
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +6.8% ·
neue Nettopositionen -11.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| 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 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 19.03M | -0.1% | $1.02B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passiv) | 17.70M | -0.7% | $953.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passiv) | 17.70M | -0.7% | $953.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passiv) | 17.70M | -0.7% | $953.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passiv) | 17.70M | -0.7% | $953.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passiv) | 17.70M | -0.7% | $953.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 13.47M | — | $725.02M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 6.22M | +4.5% | $334.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Capital World Investors ✦ | 5.95M | +294.9% | $320.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | State Street Global Advisors ✦ (passiv) | 5.68M | -1.2% | $305.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 4.10M | — | $220.77M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Geode Capital Management ✦ (passiv) | 3.56M | +2.5% | $191.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | Geode Capital Management ✦ (passiv) | 3.56M | +2.5% | $191.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Millennium Management ✦ | 1.18M | +217.9% | $63.62M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 888.03K | +175.7% | $47.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 888.03K | +175.7% | $47.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Point72 Asset Management ✦ | 560.34K | -52.5% | $30.16M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 418.40K | — | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 418.40K | — | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 418.40K | — | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Adage Capital Partners ✦ | 404.00K | Neu | $21.75M | 0.0% | New | 1 | SEC ↗ |
| 69 | T. Rowe Price ✦ | 314.91K | -30.9% | $16.95M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 70 | T. Rowe Price ✦ | 314.91K | -30.9% | $16.95M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | Bridgewater Associates ✦ | 35.83K | Neu | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 21.35K | -70.0% | $1.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 15.24K | -38.5% | $813,382 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 15.24K | -38.5% | $813,382 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 15.24K | -38.5% | $813,382 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 15.24K | -38.5% | $813,382 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Adage Capital Partners | $21.75M | 0.0% |
| Bridgewater Associates | $1.93M | 0.0% |
Ausgestiegen
| Norges Bank | $116.33M | war 0.0% |
| Citadel Advisors | $19.63M | war 0.0% |
| Wellington Management | $8.84M | war 0.0% |
| Renaissance Technologies | $2.23M | 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.