
Congress trades
Core & Main, Inc. (CNM)
NYSE · Industrials · 18 congress trades · last filed 2 months ago
About Core & Main, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Chief executive
- Mark R. Witkowski
- Employees
- 5,600
- Listed since
- Jul 22, 2021
- Market value
- $7.7B
- Price to earnings (12 mo)
- 17.2
- Net income per share, as reported (12 mo)
- $2.46
- Dividend yield
- -
Earnings
6 reported quarters · next on Dec 8, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Sep 9, 2026 | $0.94 | $0.91 | $2.1B | $2.1B | EPS beatRevenue in line |
| Q1 FY2026reported Jun 10, 2026 | $0.57 | $0.53 | $1.9B | $1.9B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Mar 24, 2026 | $0.38 | $0.33 | $1.6B | $1.6B | EPS beatRevenue in line |
| Q3 FY2025reported Dec 9, 2025 | $0.72 | $0.70 | $2.1B | $2.1B | EPS beat, GAAPRevenue in line |
| Q2 FY2025reported Sep 9, 2025 | $0.87 | $0.78 | $2.1B | $2.1B | EPS beatRevenue in line |
| Q1 FY2025reported Jun 10, 2025 | $0.52 | $0.52 | $1.9B | $1.8B | EPS in line, GAAPRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed May 7, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Mark R. WitkowskiChief Executive Officer | $787K | $5.8M | $2.7M | $9.3M |
| Bradford A. CowlesPresident | $551K | $3.0M | $973K | $4.6M |
| Michael G. HuebertPresident | $468K | $2.5M | $721K | $3.6M |
| Robyn L. BradburyChief Financial Officer | $469K | $2.4M | $663K | $3.6M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $885.8M | 18,357,688 | -4.4% | 9.74% |
| Capital World Investors | $553.6M | 11,473,053 | -0.8% | 6.09% |
| FMR LLC | $432.3M | 8,959,133 | +65.8% | 4.76% |
| Vanguard Capital Management LLC | $411.0M | 8,517,598 | +0.6% | 4.52% |
| Vanguard Portfolio Management LLC | $398.1M | 8,251,721 | +5.5% | 4.38% |
| First Trust Advisors LP | $301.5M | 6,248,855 | +1.9% | 3.32% |
| Morgan Stanley | $291.4M | 6,040,241 | +11.1% | 3.21% |
| State Street Corp | $285.1M | 5,908,053 | +2.2% | 3.14% |
| Select Equity Group, L.P. | $281.8M | 5,840,259 | -19.5% | 3.10% |
| Royal London Asset Management Ltd | $264.8M | 5,488,673 | -4.6% | 2.91% |
| Pictet Asset Management Holding SA | $239.5M | 4,962,910 | -23.8% | 2.63% |
| D. E. Shaw & Co., Inc. | $220.9M | 4,578,348 | +19.1% | 2.43% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding CNM
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Samlyn Capital | $61.9M | 1,282,668 | 1.0% |
| Zimmer Partners | $45.0M | 933,357 | 1.0% |
2 of the 97 fund managers we track list CNM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in CNM
18 disclosures of 18 on record · median 25d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $100,001 - $250,000 | -4.8%After the saleS&P 500 -0.8% · -4.0 pts vs S&P 500 | Aug 25, 2026 | Sep 9, 2026 | 15d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -13.2%After the saleS&P 500 +2.4% · -15.6 pts vs S&P 500 | Jun 12, 2026 | Jul 7, 2026 | 25d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -19.8%After the saleS&P 500 +11.7% · -31.5 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -19.8%S&P 500 +11.7% · -31.5 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -19.6%After the saleS&P 500 +11.4% · -31.0 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -15.1%S&P 500 +15.6% · -30.7 pts vs S&P 500 | Sep 11, 2025 | Oct 22, 2025 | 41d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -17.2%S&P 500 +13.6% · -30.9 pts vs S&P 500 | Sep 22, 2025 | Oct 10, 2025 | 18d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -34.4%After the saleS&P 500 +19.6% · -54.0 pts vs S&P 500 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| April McClain DelaneyDependent child | Stock | Sale | $15,001 - $50,000 | -34.1%After the saleS&P 500 +19.5% · -53.6 pts vs S&P 500 | Aug 11, 2025 | Sep 2, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -26.9%S&P 500 +26.4% · -53.3 pts vs S&P 500 | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -24.5%After the saleS&P 500 +27.2% · -51.7 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -7.6%S&P 500 +50.7% · -58.2 pts vs S&P 500 | Apr 7, 2025 | May 2, 2025 | 25d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -23.3%S&P 500 +25.6% · -48.9 pts vs S&P 500 | Feb 8, 2025 | Mar 20, 2025 | 40d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +10.1%S&P 500 +38.5% · -28.4 pts vs S&P 500 | Sep 10, 2024 | Oct 10, 2024 | 30d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -21.9%After the saleS&P 500 +35.5% · -57.4 pts vs S&P 500 | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +34.7%S&P 500 +79.9% · -45.2 pts vs S&P 500 | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | +28.9%S&P 500 +69.3% · -40.4 pts vs S&P 500 | Aug 29, 2023 | Nov 13, 2023 | 76d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | +45.5%S&P 500 +77.9% · -32.4 pts vs S&P 500 | Sep 29, 2023 | Nov 13, 2023 | 45d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CNM, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded CNM?
April McClain Delaney, Lisa C. McClain and Michael T. McCaul disclosed CNM transactions in the filings shown here.
How quickly are CNM trades disclosed?
Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
