SEC 13F Intelligence

Bell Asset Management Ltd / CNM

Bell Asset Management Ltd’s Core & Main Inc Position

Does Bell Asset Management Ltd own Core & Main Inc (CNM)? Yes — 74.0K shares worth $4M (+1.08% of its 13F portfolio) as of Q1 2026, down from 75.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
74.0K
% of Portfolio
+1.08%
Quarters Held
6
currently held

Position History CNM

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.0K$4M+1.08%
Q4 202575.7K$4M+1.06%
Q3 202574.4K$4M+1.09%
Q2 202585.9K$5M+1.14%
Q1 2025127.4K$6M+1.13%
Q4 2024149.7K$8M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bell Asset Management Ltd’s full portfolio or all institutional holders of CNM.