Steven Romick opened CNM · Core & Main, Inc.
$67M · now 0.8% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$45 now
OUR VALUE
$45 today
low $54mid $72high $90
3 models, as of 2026-11-12.
Still worth a look: the price is 17% below our low estimate.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。