← Top Holdings

CNMCORE & MAIN INC

CUSIP: 21874C102

No superinvestors currently hold this stock.

📊 Fundamentals

Market Cap$8.9B
P/E Ratio19.5x
Near market avg
Forward P/E14.9x
P/FCF20.2x
EPS (TTM)$2.35
Revenue (TTM)$7.6B
Profit Margin5.87%
Beta0.91

52-Week Range

$43.96
$67.18

Current: $45.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.5x trailing earnings → 14.9x forward · 5.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$91.2M$182.5M$273.7M$364.9MQ1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $137.6M
REDUCEDDan Sundheim$137.6M
Q3 '252 owners · $280.6M
REDUCEDDan Sundheim$278.7M
NEWRay Dalio$1.9M
Q2 '252 owners · $364.9M
INCREASEDDan Sundheim$362.9M
INCREASEDPolen Capital$2.1M
Q1 '252 owners · $245.0M
Q3 '242 owners · $22.7M
INCREASEDRay Dalio$1.6M
Q2 '241 owners · $7.1M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 4.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.7%current: 5.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CNM: Held by 0 superinvestors · 11 congress member trades

$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-08-21
$15,001 - $50,0002025-08-11
$15,001 - $50,0002025-08-04
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11
$15,001 - $50,0002025-06-04
$1,001 - $15,0002025-04-07
$1,001 - $15,0002025-02-08