Congruence Capital, LLC’s Core & Main Inc Position
Does Congruence Capital, LLC own Core & Main Inc (CNM)? Not currently — the last reported position was 259.4K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$13M
Q4 2025
Shares
259.4K
% of Portfolio
+4.96%
Quarters Held
1
position exited
Position History CNM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 259.4K | $13M | +4.96% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Congruence Capital, LLC’s full portfolio or all institutional holders of CNM.