CNMNYSEWholesale-Durable Goods, NECFiscal year ends January 31
Core & Main, Inc.
Financials through Q2 FY2026, quarter ended Aug 2, 2026Last filing: 10-Q on Sep 9, 2026
$41.68−0.31 (-0.74%)
Close on Oct 19, 2026
- Market cap
- $8.06B
- P/E (TTM)
- 17.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
201M of 190M shares
Institutional holders
453
63 new, 79 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net sold $67.63K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 9,911,239 | 5.26% | 13G (passive) | Mar 31, 2026 |
| George S. Loening | 9,692,506 | 5.10% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 18,990,291 | 10.10% | 13G (passive) amendment | Mar 31, 2026 |
| Capital World Investors | 11,571,392 | 6.20% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CNM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,357,688 | 9.64% | $885.76M | −848,336 | 0.01% |
| Capital World Investors | 11,473,053 | 6.02% | $553.57M | −98,339 | 0.07% |
| FMR LLC | 8,959,133 | 4.70% | $432.28M | +3,555,754 | 0.02% |
| Vanguard Capital Management LLC | 8,517,598 | 4.47% | $410.97M | +51,773 | 0.01% |
| Vanguard Portfolio Management LLC | 8,251,721 | 4.33% | $398.15M | +432,182 | 0.02% |
| First Trust Advisors LP | 6,248,855 | 3.28% | $301.51M | +118,015 | 0.18% |
| Morgan Stanley | 6,040,241 | 3.17% | $291.44M | +604,561 | 0.02% |
| State Street Corp | 5,908,053 | 3.10% | $285.06M | +128,276 | 0.01% |
| Select Equity Group, L.P. | 5,840,259 | 3.07% | $281.79M | −1,413,948 | 1.39% |
| Royal London Asset Management Ltd | 5,488,673 | 2.88% | $264.83M | −264,028 | 0.49% |
| Pictet Asset Management Holding SA | 4,962,910 | 2.61% | $239.46M | −1,551,757 | 0.23% |
| D. E. Shaw & Co., Inc. | 4,578,348 | 2.40% | $220.91M | +734,976 | 0.11% |
| Impax Asset Management Group plc | 4,203,618 | 2.21% | $202.82M | +1,352,251 | 1.32% |
| Amundi | 3,846,527 | 2.02% | $185.58M | +795,962 | 0.04% |
| Geode Capital Management, LLC | 3,576,939 | 1.88% | $172.63M | −174,191 | 0.01% |
| Jupiter Topco LLC | 3,409,409 | 1.79% | $164.50M | New | 0.07% |
| Point72 Asset Management, L.P. | 3,079,063 | 1.62% | $148.56M | +237,815 | 0.16% |
| Dimensional Fund Advisors LP | 2,805,308 | 1.47% | $135.35M | +144,286 | 0.02% |
| KBC Group NV | 2,770,513 | 1.45% | $133.68K | +32,521 | 0.29% |
| Camrose Capital Investment Partners LLP | 2,504,211 | 1.31% | $120.83M | +236,603 | 13.65% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 453 | 201M | 100.0% | 63 / 163 | 179 / 79 | 32M | 23M |
| Q1 2026 | 476 | 195M | 100.0% | 89 / 162 | 158 / 44 | 44M | 32M |
| Q4 2025 | 439 | 201M | 100.0% | 82 / 125 | 176 / 65 | 19M | 31M |
| Q3 2025 | 429 | 213M | 100.0% | 61 / 149 | 165 / 73 | 28M | 22M |
| Q2 2025 | 447 | 207M | 100.0% | 77 / 140 | 171 / 44 | 19M | 19M |
| Q1 2025 | 420 | 207M | 100.0% | 65 / 136 | 169 / 50 | 23M | 14M |
| Q4 2024 | 415 | 201M | 100.0% | 87 / 145 | 135 / 58 | 28M | 27M |
| Q3 2024 | 389 | 203M | 100.0% | 55 / 147 | 157 / 82 | 50M | 27M |
| Q2 2024 | 419 | 203M | 100.0% | 64 / 160 | 151 / 66 | 21M | 29M |
| Q1 2024 | 429 | 211M | 100.0% | 102 / 178 | 124 / 33 | 64M | 70M |
| Q4 2023 | 362 | 217M | 100.0% | 129 / 130 | 85 / 28 | 61M | 66M |
| Q3 2023 | 262 | 222M | 100.0% | 65 / 123 | 57 / 24 | 33M | 31M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CNM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6,438,679 | 3.38% | $310.67M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,978,548 | 3.14% | $288.46M | 0.01% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 4,917,005 | 2.58% | $237.25M | 2.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,316,028 | 2.27% | $208.25M | 0.11% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 4,131,485 | 2.17% | $199.34M | 0.21% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,487,102 | 1.31% | $120.00M | 0.26% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 2,433,577 | 1.28% | $107.00M | 0.43% | Jul 31, 2026 |
| Capital World Growth & Income Fund | 2,282,147 | 1.20% | $112.85M | 0.07% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 2,158,365 | 1.13% | $104.14M | 0.11% | Jun 30, 2026 |
| Janus Henderson Contrarian Fund | 1,704,337 | 0.89% | $82.23M | 1.50% | Jun 30, 2026 |
| New Economy Fund | 1,478,126 | 0.78% | $73.09M | 0.14% | May 31, 2026 |
| Capital Group Global Growth Equity ETF | 1,313,228 | 0.69% | $64.94M | 0.58% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,213,400 | 0.64% | $60.00M | 0.02% | May 31, 2026 |
| FMI Common Stock Fund | 1,195,000 | 0.63% | $57.66M | 3.03% | Jun 30, 2026 |
| Neuberger Genesis Fund | 1,144,082 | 0.60% | $56.57M | 0.77% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark R. Witkowski | Chief Executive Officer, Director | 667,369 | 0.35% | Mar 13, 2026 |
| Stephen O. LeClair | Executive Chair, Director | 1,589,081 | 0.83% | Mar 11, 2026 |
| Carla D. Harper | Senior VP, Human Resources | 13,064 | 0.01% | Aug 5, 2026 |
| Michael G. Huebert | President | 24,036 | 0.01% | Jul 23, 2026 |
| Robyn L. Bradbury | Chief Financial Officer | 174,969 | 0.09% | Apr 21, 2026 |
| Jackie M. Burkhardt | General Counsel and CCO | 6,051 | 0.00% | Apr 2, 2026 |
| Bradford A. Cowles | President | 848,947 | 0.45% | Mar 13, 2026 |
| Jeffrey D. Giles | EVP, Corporate Development | 242,609 | 0.13% | Mar 13, 2026 |
| John Weldon Stephens | Chief Accounting Officer | 209,124 | 0.11% | Mar 13, 2026 |
| Mark G. Whittenburg | General Counsel and Secretary | 284,937 | 0.15% | Mar 13, 2026 |
| Laura K. Schneider | Chief Human Resources Officer | 1,000,729 | 0.53% | Jun 5, 2025 |
| John R. Schaller | Executive Vice President | 879,697 | 0.46% | May 30, 2025 |
| James D. Hope | Director | 11,805 | 0.01% | Jul 8, 2026 |
| James G. Castellano | Director | 210,377 | 0.11% | Jun 24, 2026 |
| Bhavani Amirthalingam | Director | 17,955 | 0.01% | Jun 24, 2026 |
| Dennis G. Gipson | Director | 261,358 | 0.14% | Jun 24, 2026 |
| Orvin T. Kimbrough | Director | 75,216 | 0.04% | Jun 24, 2026 |
| M. Susan Hardwick | Director | 3,379 | 0.00% | Jun 24, 2026 |
| Robert M. Buck | Director | 15,849 | 0.01% | Jun 24, 2026 |
| Kathleen M. Mazzarella | Director | 16,839 | 0.01% | Jun 24, 2026 |
| Margaret Newman | Director | 57,237 | 0.03% | Jun 24, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carla D. Harper Senior VP, Human Resources | Aug 4, 2026 | Tax withholding | −242 | $46.32 | $11.21K | 13,064 |
| Michael G. Huebert President | Jul 22, 2026 | Tax withholding | −1,301 | $43.75 | $56.92K | 24,036 |
| James D. Hope Director | Jul 6, 2026 | Buy | +2,067 | $46.01 | $95.10K | 11,805 |
| Kathleen M. Mazzarella Director | Jun 23, 2026 | Award | +2,799 | – | – | 16,757 |
| James G. Castellano Director | Jun 23, 2026 | Award | +2,799 | – | – | 7,437 |
| M. Susan Hardwick Director | Jun 23, 2026 | Award | +2,799 | – | – | 3,379 |
| Dennis G. Gipson Director | Jun 23, 2026 | Award | +2,799 | – | – | 16,757 |
| James D. Hope Director | Jun 23, 2026 | Award | +2,799 | – | – | 9,738 |
| Bhavani Amirthalingam Director | Jun 23, 2026 | Award | +2,799 | – | – | 17,955 |
| Margaret Newman Director | Jun 23, 2026 | Award | +2,799 | – | – | 16,757 |
| Orvin T. Kimbrough Director | Jun 23, 2026 | Award | +2,799 | – | – | 16,757 |
| Robert M. Buck Director | Jun 23, 2026 | Award | +2,799 | – | – | 15,849 |
| Carla D. Harper Senior VP, Human Resources | Jun 22, 2026 | Tax withholding | −568 | $47.25 | $26.84K | 13,306 |
| Robyn L. Bradbury Chief Financial Officer | Apr 17, 2026 | Conversion | +5,000 | – | – | 17,500 |
| Robyn L. Bradbury Chief Financial Officer | Apr 17, 2026 | Sale(10b5-1 plan) | −3,353 | $52.84 | $177.17K | 12,500 |
| Robyn L. Bradbury Chief Financial Officer | Apr 17, 2026 | Sale(10b5-1 plan) | −1,647 | $51.94 | $85.55K | 15,853 |
| James D. Hope Director | Apr 7, 2026 | Buy | +1,972 | $50.70 | $99.98K | 6,939 |
| M. Susan Hardwick Director | Apr 1, 2026 | Award | +580 | – | – | 580 |
| Bradford A. Cowles President | Mar 12, 2026 | Award | +7,086 | – | – | 25,491 |
| Carla D. Harper Senior VP, Human Resources | Mar 12, 2026 | Award | +2,463 | – | – | 13,874 |
| Robyn L. Bradbury Chief Financial Officer | Mar 12, 2026 | Award | +4,824 | – | – | 12,500 |
| Jeffrey D. Giles EVP, Corporate Development | Mar 12, 2026 | Award | +3,021 | – | – | 9,681 |
| Michael G. Huebert President | Mar 12, 2026 | Award | +10,500 | – | – | 25,337 |
| Mark R. Witkowski Chief Executive Officer, Director | Mar 12, 2026 | Award | +18,372 | – | – | 51,119 |
| John Weldon Stephens Chief Accounting Officer | Mar 12, 2026 | Award | +936 | – | – | 17,374 |
| Bradford A. Cowles President | Mar 11, 2026 | Tax withholding | −607 | $49.16 | $29.84K | 18,405 |
| Carla D. Harper Senior VP, Human Resources | Mar 11, 2026 | Tax withholding | −89 | $49.16 | $4.38K | 11,411 |
| Robyn L. Bradbury Chief Financial Officer | Mar 11, 2026 | Tax withholding | −404 | $49.16 | $19.86K | 7,676 |
| Michael G. Huebert President | Mar 11, 2026 | Tax withholding | −447 | $49.16 | $21.97K | 14,837 |
| Mark R. Witkowski Chief Executive Officer, Director | Mar 11, 2026 | Tax withholding | −1,685 | $49.16 | $82.83K | 32,747 |
| John Weldon Stephens Chief Accounting Officer | Mar 11, 2026 | Tax withholding | −107 | $49.16 | $5.26K | 16,438 |
| Mark G. Whittenburg General Counsel and Secretary | Mar 11, 2026 | Tax withholding | −331 | $49.16 | $16.27K | 8,525 |
| John Weldon Stephens Chief Accounting Officer | Mar 10, 2026 | Tax withholding | −198 | $49.38 | $9.78K | 16,545 |
| Mark R. Witkowski Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −937 | $49.38 | $46.27K | 34,432 |
| Bradford A. Cowles President | Mar 10, 2026 | Tax withholding | −741 | $49.38 | $36.59K | 19,012 |
| Robyn L. Bradbury Chief Financial Officer | Mar 10, 2026 | Tax withholding | −205 | $49.38 | $10.12K | 8,080 |
| Mark G. Whittenburg General Counsel and Secretary | Mar 10, 2026 | Tax withholding | −557 | $49.38 | $27.50K | 8,856 |
| Carla D. Harper Senior VP, Human Resources | Mar 10, 2026 | Tax withholding | −189 | $49.38 | $9.33K | 11,500 |
| Stephen O. LeClair Executive Chair, Director | Mar 10, 2026 | Tax withholding | −3,081 | $49.38 | $152.14K | 66,136 |
| John Weldon Stephens Chief Accounting Officer | Mar 9, 2026 | Tax withholding | −94 | $49.96 | $4.70K | 16,743 |
| Mark R. Witkowski Chief Executive Officer, Director | Mar 9, 2026 | Tax withholding | −478 | $49.96 | $23.88K | 35,369 |
| Bradford A. Cowles President | Mar 9, 2026 | Tax withholding | −435 | $49.96 | $21.73K | 19,753 |
| Robyn L. Bradbury Chief Financial Officer | Mar 9, 2026 | Tax withholding | −270 | $49.96 | $13.49K | 8,285 |
| Mark G. Whittenburg General Counsel and Secretary | Mar 9, 2026 | Tax withholding | −278 | $49.96 | $13.89K | 9,413 |
| Carla D. Harper Senior VP, Human Resources | Mar 9, 2026 | Tax withholding | −77 | $49.96 | $3.85K | 11,689 |
| Michael G. Huebert President | Mar 9, 2026 | Tax withholding | −350 | $49.96 | $17.49K | 15,284 |
| Stephen O. LeClair Executive Chair, Director | Mar 9, 2026 | Tax withholding | −1,519 | $49.96 | $75.89K | 69,217 |
| Jeffrey D. Giles EVP, Corporate Development | Jan 26, 2026 | Award | +4,377 | – | – | 6,660 |
| John Weldon Stephens Chief Accounting Officer | Sep 12, 2025 | Option exercise | +12,717 | $20.81 | $264.64K | 16,837 |
| Carla D. Harper Senior VP, Human Resources | Sep 3, 2025 | Award | +2,091 | – | – | 11,766 |
| Mark R. Witkowski Chief Executive Officer, Director | Aug 18, 2025 | Conversion | +100,000 | – | – | 135,847 |
| Mark R. Witkowski Chief Executive Officer, Director | Aug 18, 2025 | Sale(10b5-1 plan) | −100,000 | $64.08 | $6.41M | 35,847 |
| Robyn L. Bradbury Chief Financial Officer | Jul 22, 2025 | Conversion | +5,000 | – | – | 13,555 |
| Robyn L. Bradbury Chief Financial Officer | Jul 22, 2025 | Sale(10b5-1 plan) | −5,000 | $64.51 | $322.55K | 8,555 |
| Michael G. Huebert President | Jul 22, 2025 | Tax withholding | −1,337 | $65.03 | $86.95K | 15,634 |
| James G. Castellano Director | Jul 18, 2025 | Conversion | +34,674 | – | – | 43,994 |
| James G. Castellano Director | Jul 18, 2025 | Sale(10b5-1 plan) | −43,994 | $61.98 | $2.73M | 0 |
| Orvin T. Kimbrough Director | Jul 18, 2025 | Sale(10b5-1 plan) | −23,962 | $61.77 | $1.48M | 13,958 |
| Orvin T. Kimbrough Director | Jul 18, 2025 | Conversion | +23,957 | – | – | 37,920 |
| Orvin T. Kimbrough Director | Jul 18, 2025 | Other | +5 | – | – | 13,963 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark G. Whittenburg Former Officer | Jun 30, 2026 | 49,065 | $2.36M | Jun 30, 2026 | Stock Option Exercise |
| Mark G. Whittenburg Former Officer | May 29, 2026 | 18,814 | $931.29K | May 29, 2026 | Option Granted - 03/11/2022 |
| Mark G. Whittenburg Former Officer | May 27, 2026 | 21,976 | $1.09M | May 27, 2026 | Option Granted - 03/11/2022 |
| O. LeClair Stephen Former Director | Apr 20, 2026 | 400,000 | $20.32M | Apr 20, 2026 | Transfer |
| L. Bradbury Robyn Officer | Apr 17, 2026 | 35,000 | $1.82M | Apr 17, 2026 | Equity incentive award through Core & Main Management Feeder LLC |
| Stephen O. LeClair Former Director | Apr 16, 2026 | 132,808 | $6.95M | Apr 16, 2026 | Option Granted - 03/11/2022 |
| Stephen O. LeClair Former Director | Apr 15, 2026 | 315,378 | $16.81M | Apr 15, 2026 | Option Granted - 03/11/2022 |
| John R. Schaller Former Officer | Jan 13, 2026 | 19,588 | $1.11M | Jan 13, 2026 | Option Granted - 03/07/2024 |
| John R. Schaller Former Officer | Jan 5, 2026 | 52,546 | $2.89M | Jan 5, 2026 | Option Granted - 03/10/2023 |
| T. Kimbrough Orvin Director | Jul 18, 2025 | 23,962 | $1.48M | Jul 18, 2025 | Equity incentive award through Core & Main Management Feeder LLC |
| G. Castellano James Director | Jul 18, 2025 | 43,994 | $2.72M | Jul 18, 2025 | Transfer from James G. Castellano, who acquired the shares as Annual Director Equity Award through Core & Main Inc on 06/28/23 |
| R. Witkowski Mark Officer | Jul 17, 2025 | 100,000 | $6.05M | Jul 17, 2025 | Equity incentive award through Core & Main Management Feeder LLC |
| Laura K. Schneider Former Officer | Jul 10, 2025 | 116,931 | $7.31M | Jul 10, 2025 | Option Granted - 03/11/2022 |
| Stephen O. LeClair Officer, Director | Jul 7, 2025 | 44,972 | $2.78M | Jul 7, 2025 | Option Granted - 03/11/2022 |
| Stephen O. LeClair Officer, Director | Jul 3, 2025 | 80,028 | $4.98M | Jul 3, 2025 | Option Granted - 03/11/2022 |