13F

CNM CORE & MAIN INC-CLASS A

2026Q1 · CUSIP 21874C102 · Sector: Consumer

Lit · Institutions accelerating in
Holders
465
Δ holders QoQ
+30
Breadth percentile
Top 10%
Whale holders
196
Δ whales
+7
Inst. holding value
$9.6B
New positions
85
Closed positions
55
Price momentum (1Q)
-19.5%
Put / Call
3/7

Breadth history (34 quarters)

2021Q4: Δ+28 · h=116 2022Q1: Δ+22 · h=138 2022Q2: Δ+1 · h=139 2022Q3: Δ+34 · h=173 2022Q4: Δ-3 · h=170 2023Q1: Δ+10 · h=180 2023Q2: Δ+43 · h=223 2023Q3: Δ+39 · h=262 2023Q4: Δ+101 · h=363 2024Q1: Δ+62 · h=425 2024Q2: Δ-5 · h=420 2024Q3: Δ-32 · h=388 2024Q4: Δ+27 · h=415 2025Q1: Δ+5 · h=420 2025Q2: Δ+26 · h=446 2025Q3: Δ-18 · h=428 2025Q4: Δ+7 · h=435 2026Q1: Δ+30 · h=465 2021Q4: holders=116 2022Q1: holders=138 2022Q2: holders=139 2022Q3: holders=173 2022Q4: holders=170 2023Q1: holders=180 2023Q2: holders=223 2023Q3: holders=262 2023Q4: holders=363 2024Q1: holders=425 2024Q2: holders=420 2024Q3: holders=388 2024Q4: holders=415 2025Q1: holders=420 2025Q2: holders=446 2025Q3: holders=428 2025Q4: holders=435 2026Q1: holders=465 -101 -50.5 +0 +50.5 +101 104297489 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 11 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 10%
2025Q2 Top 12% -27.3% -12.3%
2024Q4 Top 19% -2.4% +19.3%
2024Q1 Top 3% -15.4% -29.3%
2023Q4 Top 4% +35.0% +14.2%
2023Q3 Top 2% +33.0% +80.7%
2023Q2 Top 3% +4.1% +39.3%
2023Q1 Top 16% +13.8% +24.8%

Options Sentiment

Put holders
3
QoQ: -5
Call holders
7
QoQ: -3

See methodology →

Fundamentals

PE (TTM)
19.1
EPS (TTM)
$2.36
EPS YoY
+9.3%
Revenue (TTM)
$7.6B
Revenue YoY
+0.5%
Quarterly Revenue & EPS (4Y)
2022-07-31: $1.9B 2022-10-30: $1.8B 2023-01-29: $1.4B 2023-04-30: $1.6B 2023-07-30: $1.9B 2023-10-29: $1.8B 2024-01-28: $1.4B 2024-04-28: $1.7B 2024-07-28: $2.0B 2024-10-27: $2.0B 2025-02-02: $1.7B 2025-05-04: $1.9B 2025-08-03: $2.1B 2025-11-02: $2.1B 2026-02-01: $1.6B 2026-05-03: $1.9B 2022-07-31: EPS 0.67 2022-10-30: EPS 0.65 2023-01-29: EPS 0.31 2023-04-30: EPS 0.50 2023-07-30: EPS 0.66 2023-10-29: EPS 0.65 2024-01-28: EPS 0.34 2024-04-28: EPS 0.49 2024-07-28: EPS 0.61 2024-10-27: EPS 0.69 2025-02-02: EPS 0.34 2025-05-04: EPS 0.52 2025-08-03: EPS 0.70 2025-11-02: EPS 0.72 2026-02-01: EPS 0.37 2026-05-03: EPS 0.57 0B 1.0B 2.1B $B 0.00 0.40 0.79 2022202320242025202605/26 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 2023-04-30: PE 13.42023-07-30: PE 13.32023-10-29: PE 18.52024-01-28: PE 23.72024-04-28: PE 23.12024-07-28: PE 19.52024-10-27: PE 24.52025-02-02: PE 22.72025-05-04: PE 26.42025-08-03: PE 22.62025-11-02: PE 23.62026-02-01: PE 20.52026-05-03: PE 20.6 12 20 28 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-05-03 · SEC filings (XBRL)