CNM — CORE & MAIN INC

Ownership history in Circumference Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Circumference Group LLC reported a position in CORE & MAIN INC (CNM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.04% (2025 Q4)
Avg. % of fund
4.02%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 90,000 +40,000 +80.0% 5.04% $4.7M $51.97
2025 Q3 INITIATED 50,000 — — 3.01% $2.7M $53.83
% of Fund (quarterly)    CNM price (monthly, adj. close)

Other funds also holding CNM

As of 2025 Q4 — sorted by position size

CDAM (UK) Ltd 3Y 7Y 12.06% Forest Avenue Capital Management LP 3Y 6.43% Sea Cliff Partners Management, LP 5.97% ACK Asset Management LLC 3Y 7Y 5.87% Pembroke Management, LTD 3Y 7Y 4.81% DENDUR CAPITAL LP 3Y 4.64% Bayberry Capital Partners LP 3Y 4.23% FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 3.95% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 3.69% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.24%
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