Core & Main, Inc. (NYSE:CNM) Q4 2026 Earnings Call Transcript
Operator: Hello, and welcome to the Core & Main Q4 and Full Year 2025 Earnings Call. My name is Alex, and I'll be coordinating today's call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 7,254,207 | $358,357,826 | -7% | 1.83% |
| 2. | D E Shaw D. E. Shaw | 3,843,372 | $189,862,576 | +56% | 0.11% |
| 3. | Impax Asset Management Ian Simm | 2,851,367 | $140,857,530 | -1% | 0.98% |
| 4. | Point72 Asset Management Steve Cohen | 2,841,248 | $140,357,651 | +309% | 0.18% |
| 5. | Camrose Capital Investment Partners Edward Charles Molson | 2,267,608 | $112,019,835 | +31% | 14.66% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.70 | 1,972 | $99,970.54 | 6,939 | 2026-04-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.84 | 3,353 | $177,178.22 | 12,500 | 2026-04-17 | Filing | |
| $51.94 | 1,647 | $85,545.84 | 15,853 | 2026-04-17 | Filing | |
| $64.08 | 100,000 | $6,408,210.00 | 35,847 | 2025-08-18 | Filing | |
| $64.51 | 5,000 | $322,550.50 | 8,555 | 2025-07-22 | Filing | |
| $61.98 | 43,994 | $2,726,783.32 | 0 | 2025-07-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,206,024 | $948,777,609 | 0.02% | |
| 2. | 11,571,392 | $571,626,765 | 0.08% | |
| 3. | 8,465,825 | $418,211,755 | 0.01% | |
| 4. | 7,819,539 | $386,285,227 | 0.02% | |
| 5. | 6,514,667 | $321,778,313 | 0.34% |