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CNM · Industrials

CORE & MAIN INC

USA Industrials Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
51
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in CORE & MAIN INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$8.8B
Industry
Industrial Distribution
Sector
Industrials
Exchange
NYSE
About CORE & MAIN INC

Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States. The company's products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, manholes, grates, geosynthetics, erosion control, and other related products; fire protection products, including fire protection pipes, valves,…

Who's behind the signal
Every informed buyer we can see on CNM, across all three feeds.
Hedge funds · 9
Citadel Advisors New position
D.E. Shaw & Co Increased +179%
Point72 (Steve Cohen) Increased +24%
AQR Capital Management Increased +338%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 1
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2026-06-18 Michael McCaul · R-TX House SOLD $1,001 - $15,000
Not a model pick — but on our radar. CORE & MAIN INC isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
3
New positions
3
Increasing
3
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.5×
New position
% of portfolio
0.4%
Position change
NEW
0.4% of Soros Fund Management's portfolio
Trust weight: 1.2×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +179%
% of portfolio
0.1%
Position change
+179%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.1×
Increased +24%
% of portfolio
0.1%
Position change
+24%
0.1% of Point72's portfolio
Trust weight: 1.0×
Increased +338%
% of portfolio
0.0%
Position change
+338%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.3×
Decreased −49%
% of portfolio
1.3%
Position change
−49%
1.3% of D1 Capital Partners's portfolio
Trust weight: 1.0×
Decreased −60%
% of portfolio
0.0%
Position change
−60%
0.0% of Millennium Management's portfolio
Trust weight: 1.1×
Decreased −68%
% of portfolio
0.0%
Position change
−68%
0.0% of Gotham Asset Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CORE & MAIN INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CORE & MAIN INC or any security.

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