CORE & MAIN INC

Ticker: CNM CUSIP: 21874C102 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (67)

Increased Positions (112)

FERNBRIDGE CAPITAL MANAGEMENT LP
Value ($000) $80,372 (+97.3%) Shares 1,546,500 (+104.4%)
Camrose Capital Investment Partners LLP
Value ($000) $90,284 (+34.2%) Shares 1,737,226 (+39.0%)
Circumference Group LLC
Value ($000) $4,677 (+73.8%) Shares 90,000 (+80.0%)
Forest Avenue Capital Management LP
Value ($000) $97,698 (+45.5%) Shares 1,879,883 (+50.7%)
CDAM (UK) Ltd
Value ($000) $66,344 (+6.0%) Shares 1,276,582 (+9.8%)
GOODNOW INVESTMENT GROUP, LLC
Value ($000) $39,541 (+14.1%) Shares 760,839 (+18.2%)
SAMLYN CAPITAL, LLC
Value ($000) $147,682 (+3.1%) Shares 2,841,675 (+6.8%)
Trigran Investments, Inc.
Value ($000) $4,400 (+262.9%) Shares 84,661 (+275.9%)
Trium Capital LLP
Value ($000) $844 (+126.0%) Shares 16,238 (+134.1%)
Enhancing Capital LLC
Value ($000) $1,888 (+7.4%) Shares 36,327 (+11.2%)
Hill City Capital, LP
Value ($000) $41,420 (-0.8%) Shares 797,000 (+2.8%)
AMF Tjanstepension AB
Value ($000) $69,773 (+67.9%) Shares 1,342,563 (+73.9%)
Regency Capital Management Inc.\DE
Value ($000) $1,490 (+51.9%) Shares 28,675 (+57.4%)
Impax Asset Management Group plc
Value ($000) $149,289 (+6.9%) Shares 2,872,595 (+10.8%)
American Capital Advisory, LLC
Value ($000) $567 (+1050079.6%) Shares 10,912 (+1091100.0%)
ROYAL LONDON ASSET MANAGEMENT LTD
Value ($000) $295,636 (+8.6%) Shares 5,688,595 (+12.5%)
Alamea Verwaltungs GmbH
Value ($000) $431 (+94.2%) Shares 8,083 (+96.0%)
SummitTX Capital, L.P.
Value ($000) $3,946 (+361.4%) Shares 75,936 (+377.9%)
FIRST TRUST ADVISORS LP
Value ($000) $276,380 (+33.9%) Shares 5,318,070 (+38.6%)
PGGM Investments
Value ($000) $24 (+51.2%) Shares 467,436 (+56.6%)

Decreased Positions (163)

Anomaly Capital Management, LP
Value ($000) $36,125 (-72.8%) Shares 695,109 (-71.9%)
D1 Capital Partners L.P.
Value ($000) $137,606 (-50.6%) Shares 2,647,789 (-48.9%)
Select Equity Group, L.P.
Value ($000) $404,242 (-22.5%) Shares 7,778,376 (-19.7%)
Interval Partners, LP
Value ($000) $63,847 (-32.2%) Shares 1,228,528 (-29.8%)
Sea Cliff Partners Management, LP
Value ($000) $14,172 (-5.0%) Shares 272,699 (-1.6%)
Pembroke Management, LTD
Value ($000) $46,558 (-4.9%) Shares 895,855 (-1.5%)
Zimmer Partners, LP
Value ($000) $10,394 (-70.1%) Shares 200,000 (-69.0%)
Robeco Schweiz AG
Value ($000) $42,540 (-24.8%) Shares 818,544 (-22.1%)
Grandeur Peak Global Advisors, LLC
Value ($000) $6,105 (-27.4%) Shares 117,473 (-24.8%)
South Street Advisors LLC
Value ($000) $11,275 (-11.8%) Shares 216,950 (-8.6%)
Liontrust Investment Partners LLP
Value ($000) $89,950 (-11.6%) Shares 1,730,797 (-8.5%)
Raiffeisen Bank International AG
Value ($000) $1,322 (-95.0%) Shares 25,000 (-95.0%)
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Value ($000) $15,591 (-55.1%) Shares 300,000 (-53.5%)
ArrowMark Colorado Holdings LLC
Value ($000) $10,498 (-58.6%) Shares 202,000 (-57.1%)
Schonfeld Strategic Advisors LLC
Value ($000) $25,351 (-65.9%) Shares 487,809 (-64.6%)
FIDUCIARY MANAGEMENT INC /WI/
Value ($000) $135,795 (-7.3%) Shares 2,612,944 (-4.0%)
ELCO Management Co., LLC
Value ($000) $315 (-60.3%) Shares 6,059 (-58.9%)
GCM Grosvenor Holdings, LLC
Value ($000) $9,917 (-6.1%) Shares 190,831 (-2.7%)
Handelsbanken Fonder AB
Value ($000) $74 (-51.7%) Shares 1,426,831 (-49.9%)
Zurcher Kantonalbank (Zurich Cantonalbank)
Value ($000) $18,730 (-77.1%) Shares 360,404 (-76.3%)

Exited Positions (65)