Core & Main, Inc. (NYSE:CNM) Q3 2025 Earnings Call Transcript
Operator: Hello, and welcome to the Core & Main Q3 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 | 9,691,396 | $521,687,847 | -16% | 2.15% |
| 2. | D1 Capital Partners Daniel Sundheim | 5,176,680 | $278,660,684 | -14% | 3.2% |
| 3. | Samlyn Capital Robert Pohly | 2,660,811 | $143,231,457 | +6% | 1.97% |
| 4. | Impax Asset Management Ian Simm | 2,593,222 | $139,593,140 | -20% | 0.81% |
| 5. | Anomaly Capital Management Ben Jacobs | 2,469,541 | $132,935,392 | -34% | 3.91% |
| 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. | 19,033,448 | $1,024,570,505 | 0.02% | |
| 2. | 17,704,869 | $953,053,098 | 0.01% | |
| 3. | 13,468,714 | $725,021,035 | 0.04% | |
| 4. | 8,328,660 | $448,325,656 | 0.43% | |
| 5. | 6,220,959 | $334,874,203 | 0.02% |