Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?
Core & Main, Inc. (NYSE:CNM) reported quarterly sales of $2.145 billion on September 9, up 2.5%. Company-defined non-GAAP adjusted EBITDA reached $274 million.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 5,840,259 | $281,792,497 | -20% | 1.39% |
| 2. | D E Shaw D. E. Shaw | 4,578,348 | $220,905,292 | +20% | 0.11% |
| 3. | Impax Asset Management Ian Simm | 4,203,618 | $202,824,569 | +48% | 1.32% |
| 4. | Point72 Asset Management Steve Cohen | 3,079,063 | $148,564,790 | +9% | 0.16% |
| 5. | Camrose Capital Investment Partners Edward Charles Molson | 2,504,211 | $120,828,181 | +11% | 13.65% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.01 | 2,067 | $95,110.94 | 11,805 | 2026-07-06 | Filing | |
| $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. | 50,427 | $2,091,712 | 0.76% | |
| 2. | 28,367 | $1,176,663 | 0.21% | |
| 3. | 4,178 | $173,303 | 0.01% | |
| 4. | 997 | $41,356 | 0% | |
| 5. | 913 | $37,871 | 0% |