NYSE · Consumer Discretionary

CORE & MAIN INC CNM

Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States.

Durable Goods

Company profile

Business mix

  • 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.
  • Its specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure.
  • The company serves municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets.
  • Core & Main, Inc. was founded in 1874 and is headquartered in Saint Louis, Missouri.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.5 FCF 5.98% Buyback 1.78%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.1% $11.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +232,437 / 0
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$22.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -46.5% 13F value change -$11.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +232,437 (New) Total shares 232,437 Value $11.5M

Recent mentions

No public mentions.