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 | 7,778,376 | $404,242,201 | -20% | 1.74% |
| 2. | Impax Asset Management Ian Simm | 2,872,595 | $149,288,762 | +11% | 0.93% |
| 3. | Samlyn Capital Robert Pohly | 2,841,675 | $147,681,849 | +7% | 2.35% |
| 4. | D1 Capital Partners Daniel Sundheim | 2,647,789 | $137,605,594 | -49% | 1.29% |
| 5. | D E Shaw D. E. Shaw | 2,477,349 | $128,747,827 | +179% | 0.07% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $61.77 | 23,962 | $1,480,094.40 | 13,958 | 2025-07-18 | Filing | |
| $61.63 | 27,669 | $1,705,234.94 | 35,847 | 2025-07-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 32,230 | $1,592,162 | 0.27% | |
| 2. | 17,643 | $871,564 | 0.01% | |
| 3. | 16,986 | $865,437 | 0% | |
| 4. | 11,764 | $581,142 | 0.01% | |
| 5. | 5,636 | $289,634 | 0.01% |