SEC 13F Intelligence

Stenham Asset Management Ltd / CNM

Stenham Asset Management Ltd’s Core & Main Inc Position

Does Stenham Asset Management Ltd own Core & Main Inc (CNM)? Not currently — the last reported position was 133.0K shares worth $7M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2025
Shares
133.0K
% of Portfolio
+4.12%
Quarters Held
2
position exited

Position History CNM

Reported value by quarter
Q2 ’25: $8MQ2 ’25Q3 ’25: $7MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025133.0K$7M+4.12%
Q2 2025133.0K$8M+3.50%

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