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Core & Main, Inc. (CNM)

USD44.90 -0.33 (-0.72%)
US NYSE Industrials Industrial - Distribution
Address 1830 Craig Park Court 63146
Saint Louis, MO, US
CEO Mark R. Witkowski
IPO 2021-07-22
CIK 1856525 ISIN US21874C1027

Explore sections of this company profile

Description

Core & Main, Inc. (CNM) is a leading supplier of vital infrastructure products and services across the United States. The company specializes in providing comprehensive solutions for water, wastewater, storm drainage, and fire protection systems. Their diverse clientele includes local governments (municipalities), privately owned water utilities, and a wide array of professional contractors working on projects in the residential, non-residential (commercial), and public sectors. Core & Main's extensive product range features essential components such as pipes, valves, hydrants, and fittings. For storm drainage needs, they offer systems including corrugated piping, retention basins, inline drains, manholes, grates, and geosynthetics. Their fire protection inventory covers crucial items like fire protection pipes, sprinkler heads, complete fire suppression systems, related accessories, and specialized fabrication services. Additionally, they provide advanced metering products, including smart meter technology, alongside installation services and software solutions. These specialized materials and services are integral to the construction, maintenance, repair, and replacement of critical water and fire protection infrastructure. Established in 1874, Core & Main is headquartered in St. Louis, Missouri.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD44.90 -0.33 (-0.72%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.91
Float Shares
187.68M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.10% -5.74% +0.71% +0.12% -10.43% -4.87% -14.91% +75.13% +147.20% +147.20% +147.20%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Buy
Price Targets & DCF
Current price
44.90
Low 63.00 +40.3%
Consensus 64.33 +43.3%
Median 65.00 +44.8%
High 65.00 +44.8%
DCF (Unlevered) 45.46 +1.3%
DCF (Levered) 99.34 +121.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 6 0
Hold 4 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 9
63.33
+41.1%
All Time 22
56.05
+24.8%
Quality scores
Altman Z-Score
3.45
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Distribution: +4.8%
    +2.8% Q2'26: -0.1% (vs Q2'25)
  • EPS growth Industrial - Distribution: +8.9%
    +8.5% Q2'26: -100.0% (vs Q2'25)
  • FCF margin FCF growth · Industrial - Distribution: +12.0%
    +7.0% Q2'26: +3.6% (vs Q2'25)
  • EBIT margin Industrial - Distribution: +5.8%
    +9.5% Q2'26: +0.0% (vs Q2'25)
  • ROIC Industrial - Distribution: +7.4%
    +12.9% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Industrial - Distribution: +0.0%
    -1.6% Q2'26: -100.0% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×
    2.67× Q2'26: 2.83× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.91) × ERP
WACC = 80% × Ke + 20% × Kd (5.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 45.40 Current price: 44.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jan 2022
actual
Jan 2023
actual
Feb 2024
actual
Feb 2025
actual
Feb 2026
8 Rev. Ana.
4 EPS Ana.
Feb 2027
8 Rev. Ana.
5 EPS Ana.
Feb 2028
8 Rev. Ana.
5 EPS Ana.
Feb 2029
7 Rev. Ana.
6 EPS Ana.
Revenue
5.00B
est: 4.90B (+2.1%)
6.65B
est: 6.66B (-0.1%)
6.70B
est: 6.97B (-3.9%)
7.44B
est: 7.42B (+0.3%)
7.66B
7.54B – 7.67B
+3.2% YoY
7.85B
7.83B – 7.88B
+2.5% YoY
8.22B
8.15B – 8.31B
+4.8% YoY
8.63B
8.62B – 8.64B
+4.9% YoY
EBITDA
524.00M
est: 580.91M (-9.8%)
924.00M
est: 491.40M (+88.0%)
894.00M
est: 878.23M (+1.8%)
913.00M
est: 934.24M (-2.3%)
964.27M
949.69M – 965.54M
+3.2% YoY
988.50M
986.00M – 992.26M
+2.5% YoY
1.04B
1.03B – 1.05B
+4.8% YoY
1.09B
1.09B – 1.09B
+4.9% YoY
EBIT
374.00M
est: 440.43M (-15.1%)
775.00M
est: 499.67M (+55.1%)
740.00M
est: 733.63M (+0.9%)
719.00M
est: 780.42M (-7.9%)
805.50M
793.32M – 806.56M
+3.2% YoY
825.74M
823.65M – 828.88M
+2.5% YoY
865.44M
857.10M – 874.82M
+4.8% YoY
907.92M
907.12M – 908.71M
+4.9% YoY
Net Income
166.00M
est: 220.06M (-24.6%)
366.00M
est: 361.00M (+1.4%)
371.00M
est: 418.10M (-11.3%)
411.00M
est: 431.69M (-4.8%)
452.43M
450.89M – 453.97M
+4.8% YoY
496.75M
495.90M – 502.30M
+9.8% YoY
590.74M
589.03M – 592.44M
+18.9% YoY
704.95M
655.85M – 754.04M
+19.3% YoY
SGA
717.00M
est: 698.06M (+2.7%)
880.00M
est: 750.74M (+17.2%)
931.00M
est: 990.43M (-6.0%)
1.08B
est: 1.05B (+2.3%)
1.09B
1.07B – 1.09B
+3.2% YoY
1.11B
1.11B – 1.12B
+2.5% YoY
1.17B
1.16B – 1.18B
+4.8% YoY
1.23B
1.22B – 1.23B
+4.9% YoY
EPS
0.84
est: 1.09 (-23.2%)
3.10
est: 2.13 (+45.3%)
2.83
est: 2.11 (+34.1%)
2.14
est: 2.18 (-1.9%)
2.29
2.28 – 2.29
+4.8% YoY
2.52
2.51 – 2.54
+10.3% YoY
2.98
2.98 – 2.99
+18.4% YoY
3.62
3.31 – 3.81
+21.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-10 B+ 3/5 5/5 5/5 5/5 1/5 1/5 1/5
2026-06-09 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-08 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-05 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-04 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-03 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-02 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-06-01 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-28 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-27 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-26 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-22 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-21 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-20 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-19 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-18 B+ 3/5 5/5 5/5 5/5 1/5 2/5 1/5
2026-05-15 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-14 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-13 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-12 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-11 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-07 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-06 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-05 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-04 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-01 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-30 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-29 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-28 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-27 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 2/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
615.05M
OE per share TTM
3.11
Owner's Yield
6.54%
Maintenance CapEx ratio
30.40%
Maint CapEx / Avg PPE
5.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
477
Total invested
9.65B
Insider transactions (90d)
1
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 CD&R Associates X Waterworks, L.P. 185.80M 75.60% 185.80M 171.80M PN 2022-02-14
2 CD&R Investment Associates X, Ltd. 185.80M 75.60% 185.80M 171.80M OO 2022-02-14
3 CD&R Waterworks Holdings G.P., Ltd. 185.80M 75.60% 185.80M 171.80M OO 2022-02-14
4 CD&R Fund X Waterworks B1, L.P. 97.93M 58.50% 97.93M 97.93M PN 2022-02-14
5 CD&R Waterworks Holdings, L.P. 64.40M 27.80% 64.40M 64.40M PN 2022-02-14
6 Core & Main Management Feeder, LLC 14.01M 7.70% 14.01M 14.01M OO 2022-02-14
7 The Vanguard Group - 23-1945930 13.42M 7.49% 46.2K 13.23M IA Pennsylvania 2024-02-13
8 (1) BlackRock, Inc. 12.26M 6.00% 12.00M 12.26M HC Delaware 2024-02-12
9 CD&R Fund X-A Waterworks B, L.P. 8.81M 5.30% 8.81M 8.81M PN 2022-02-14
10 George S. Loening 8.62M 5.10% 8.62M HC, IN Delaware 2022-02-14
11 Select Equity Group, L.P. 8.62M 5.10% 8.62M IA Delaware 2022-02-14
12 CD&R Fund X Advisor Waterworks B, L.P. 654.3K 0.40% 654.3K 654.3K PN 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
477
+23 vs prev Q
New positions
86
Closed positions
55
Increased
247
Reduced
158
Put/Call ratio
0.09
Calls held
431.2K
Puts held
40.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 18.93M -104.9K (-0.6%) 983.72M -40.9M (-4.0%) 9.95% -0.005 pp 0.02% -0.001 pp USD44.85 +15.9% 6 qtrs
2 VANGUARD GROUP INC 17.60M -106.7K (-0.6%) 914.58M -38.5M (-4.0%) 9.25% -0.010 pp 0.01% -0.001 pp USD37.63 +38.1% 18 qtrs
3 MORGAN STANLEY 14.59M +1.1M (+8.3%) 758.08M +33.1M (+4.6%) 7.67% +0.623 pp 0.05% +0.001 pp USD48.06 +8.1% 18 qtrs
4 SELECT EQUITY GROUP, L.P. 7.78M -1.9M (-19.7%) 404.24M -117.4M (-22.5%) 4.09% -0.980 pp 1.74% -0.407 pp USD42.91 +21.1% 18 qtrs
5 PICTET ASSET MANAGEMENT HOLDING SA 7.44M -887.2K (-10.7%) 386.78M -61.5M (-13.7%) 3.91% -0.445 pp 0.38% -0.057 pp USD37.36 +39.1% 10 qtrs
6 FMR LLC 6.35M +133.7K (+2.1%) 330.25M -4.6M (-1.4%) 3.34% +0.087 pp 0.02% -0.001 pp USD37.27 +39.4% 16 qtrs
7 CAPITAL WORLD INVESTORS 6.29M +344.6K (+5.8%) 327.03M +6.8M (+2.1%) 3.31% +0.197 pp 0.04% +0.001 pp USD55.29 -6.0% 3 qtrs
8 STATE STREET CORP 5.73M +54.6K (+1.0%) 297.97M -7.7M (-2.5%) 3.01% +0.044 pp 0.01% -0.001 pp USD41.56 +25.0% 18 qtrs
9 ROYAL LONDON ASSET MANAGEMENT LTD 5.69M +632.1K (+12.5%) 295.64M +23.4M (+8.6%) 2.99% +0.346 pp 0.62% +0.037 pp USD48.08 +8.1% 9 qtrs
10 FIRST TRUST ADVISORS LP 5.32M +1.5M (+38.6%) 276.38M +69.9M (+33.9%) 2.80% +0.789 pp 0.20% +0.047 pp USD42.97 +20.9% 16 qtrs
11 JANUS HENDERSON GROUP PLC 4.62M -534.3K (-10.4%) 240.27M -37.4M (-13.5%) 2.43% -0.267 pp 0.11% -0.019 pp USD29.32 +77.3% 18 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 3.65M +84.7K (+2.4%) 189.47M -2.2M (-1.2%) 1.92% +0.054 pp 0.01% -0.001 pp USD39.41 +31.9% 18 qtrs
13 AMUNDI 3.06M +720.1K (+30.7%) 159.14M +35.9M (+29.1%) 1.61% +0.385 pp 0.04% +0.004 pp USD35.91 +44.7% 18 qtrs
14 INVESCO LTD. 2.92M +81.7K (+2.9%) 151.61M -1.0M (-0.7%) 1.53% +0.050 pp 0.02% -0.001 pp USD38.93 +33.5% 18 qtrs
15 IMPAX ASSET MANAGEMENT GROUP PLC 2.87M +279.4K (+10.8%) 149.29M +9.7M (+6.9%) 1.51% +0.154 pp 0.93% +0.119 pp USD45.18 +15.0% 12 qtrs
16 SAMLYN CAPITAL, LLC 2.84M +180.9K (+6.8%) 147.68M +4.5M (+3.1%) 1.49% +0.102 pp 2.35% +0.382 pp USD34.44 +50.9% 11 qtrs
17 D1 CAPITAL PARTNERS L.P. 2.65M -2.5M (-48.9%) 137.61M -141.1M (-50.6%) 1.39% -1.316 pp 1.29% -1.914 pp USD50.45 +3.0% 4 qtrs
18 KBC GROUP NV 2.62M +272.3K (+11.6%) 136.11M +9.8M (+7.7%) 1.38% +0.149 pp 0.31% +0.007 pp USD46.41 +12.0% 10 qtrs
19 FIDUCIARY MANAGEMENT INC /WI/ 2.61M -108.9K (-4.0%) 135.79M -10.7M (-7.3%) 1.37% -0.050 pp 1.49% +0.011 pp USD36.11 +43.9% 10 qtrs
20 BESSEMER GROUP INC 2.59M -572.4K (-18.1%) 134.63M -35.6M (-20.9%) 1.36% -0.293 pp 0.21% -0.054 pp USD53.20 -2.3% 18 qtrs
21 DIMENSIONAL FUND ADVISORS LP 2.51M +199.4K (+8.6%) 130.41M +6.1M (+4.9%) 1.32% +0.111 pp 0.03% +0.001 pp USD38.82 +33.9% 16 qtrs
22 D. E. SHAW & CO., INC. 2.48M +1.6M (+179.0%) 128.75M +80.9M (+169.3%) 1.30% +0.838 pp 0.07% +0.044 pp USD51.98 0.0% 11 qtrs
23 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 2.15M +— (+0.0%) 111.74M -4.0M (-3.5%) 1.13% +0.006 pp 3.24% +0.250 pp USD47.49 +9.4% 8 qtrs
24 NORGES BANK 2.08M +2.1M (+100.0%) 108.26M +108.3M (+100.0%) 1.10% +1.095 pp 0.01% +0.012 pp USD51.97 +0.0% 1 qtrs NEW
25 FOREST AVENUE CAPITAL MANAGEMENT LP 1.88M +632.4K (+50.7%) 97.70M +30.5M (+45.5%) 0.99% +0.336 pp 6.43% +1.486 pp USD50.14 +3.6% 9 qtrs
26 JPMORGAN CHASE & CO 1.87M -184.8K (-9.0%) 96.96M -13.4M (-12.2%) 0.98% -0.092 pp 0.01% -0.001 pp USD35.46 +46.6% 18 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.86M +27.9K (+1.5%) 96.69M -2.0M (-2.0%) 0.98% +0.020 pp 0.02% -0.001 pp USD38.58 +34.7% 18 qtrs
28 RAYMOND JAMES FINANCIAL INC 1.78M -101.6K (-5.4%) 93.96M -7.5M (-7.4%) 0.94% -0.048 pp 0.03% -0.003 pp USD50.91 +2.1% 5 qtrs
29 ALLIANCEBERNSTEIN L.P. 1.79M -5.6K (-0.3%) 93.05M -3.6M (-3.8%) 0.94% +0.002 pp 0.03% -0.001 pp USD51.17 +1.6% 18 qtrs
30 CAMROSE CAPITAL INVESTMENT PARTNERS LLP 1.74M +487.8K (+39.0%) 90.28M +23.0M (+34.2%) 0.91% +0.260 pp 14.95% -0.655 pp USD52.29 -0.6% 5 qtrs
31 LIONTRUST INVESTMENT PARTNERS LLP 1.73M -160.0K (-8.5%) 89.95M -11.8M (-11.6%) 0.91% -0.079 pp 1.33% -0.096 pp USD50.91 +2.1% 5 qtrs
32 FERNBRIDGE CAPITAL MANAGEMENT LP 1.55M +789.9K (+104.4%) 80.37M +39.6M (+97.3%) 0.81% +0.417 pp 3.95% +1.963 pp USD53.99 -3.7% 7 qtrs
33 HOLOCENE ADVISORS, LP 1.52M -347.8K (-18.6%) 79.21M -21.6M (-21.4%) 0.80% -0.178 pp 0.17% -0.063 pp USD53.83 -3.5% 2 qtrs
34 NORTHERN TRUST CORP 1.52M -62.0K (-3.9%) 78.88M -6.2M (-7.2%) 0.80% -0.028 pp 0.01% -0.001 pp USD40.34 +28.8% 18 qtrs
35 HANDELSBANKEN FONDER AB 1.43M -1.4M (-49.9%) 74.15M -79.3M (-51.7%) 0.75% -0.741 pp 0.22% -0.263 pp USD41.21 +26.1% 11 qtrs
36 AMF TJANSTEPENSION AB 1.34M -703.0 (-0.1%) 69.77M -2.5M (-3.5%) 0.71% +0.003 pp 0.43% -0.026 pp USD53.83 -3.5% 2 qtrs
37 HOOD RIVER CAPITAL MANAGEMENT LLC 1.33M +1.3M (+100.0%) 69.16M +69.2M (+100.0%) 0.70% +0.700 pp 0.76% +0.758 pp USD51.97 +0.0% 1 qtrs NEW
38 CDAM (UK) LTD 1.28M +113.8K (+9.8%) 66.34M +3.8M (+6.0%) 0.67% +0.063 pp 12.06% +0.774 pp USD51.30 +1.3% 8 qtrs
39 INTERVAL PARTNERS, LP 1.23M -520.5K (-29.8%) 63.85M -30.3M (-32.2%) 0.65% -0.269 pp 1.14% -0.394 pp USD48.00 +8.3% 8 qtrs
40 FIL LTD 1.11M +615.7K (+125.2%) 57.56M +31.1M (+117.4%) 0.58% +0.325 pp 0.04% +0.022 pp USD54.92 -5.4% 3 qtrs
41 BANK OF NEW YORK MELLON CORP 1.09M -36.9K (-3.3%) 56.84M -4.0M (-6.6%) 0.58% -0.016 pp 0.01% -0.002 pp USD40.58 +28.1% 18 qtrs
42 SWEDBANK AB 1.08M -114.8K (-9.6%) 56.35M -8.2M (-12.7%) 0.57% -0.057 pp 0.05% -0.011 pp USD31.31 +66.0% 12 qtrs
43 TRUIST FINANCIAL CORP 917.4K +7.4K (+0.8%) 47.68M -1.3M (-2.7%) 0.48% +0.006 pp 0.06% -0.003 pp USD50.04 +3.9% 10 qtrs
44 ACK ASSET MANAGEMENT LLC 900.0K +— (+0.0%) 46.77M -1.7M (-3.5%) 0.47% +0.002 pp 5.87% -0.192 pp USD53.83 -3.5% 2 qtrs
45 DENDUR CAPITAL LP 898.0K +— (+0.0%) 46.67M -1.7M (-3.5%) 0.47% +0.002 pp 4.64% -0.377 pp USD53.83 -3.5% 2 qtrs
46 PEMBROKE MANAGEMENT, LTD 895.9K -13.4K (-1.5%) 46.56M -2.4M (-4.9%) 0.47% -0.005 pp 4.81% -0.047 pp USD41.53 +25.1% 11 qtrs
47 BANK OF AMERICA CORP /DE/ 882.9K -944.4K (-51.7%) 45.89M -52.5M (-53.4%) 0.46% -0.492 pp 0.00% -0.003 pp USD52.72 -1.4% 18 qtrs
48 ROBECO SCHWEIZ AG 818.5K -232.6K (-22.1%) 42.54M -14.0M (-24.8%) 0.43% -0.120 pp 0.95% -0.319 pp USD34.19 +52.0% 16 qtrs
49 HILL CITY CAPITAL, LP 797.0K +21.5K (+2.8%) 41.42M -325.1K (-0.8%) 0.42% +0.013 pp 1.56% -0.202 pp USD34.88 +49.0% 11 qtrs
50 MACKENZIE FINANCIAL CORP 769.5K +3.5K (+0.5%) 40.60M -639.0K (-1.5%) 0.40% +0.004 pp 0.05% -0.002 pp USD47.50 +9.4% 9 qtrs
51 JENNISON ASSOCIATES LLC 775.6K -1.3M (-62.8%) 40.31M -72.0M (-64.1%) 0.41% -0.684 pp 0.02% -0.041 pp USD51.89 +0.2% 4 qtrs
52 FEDERATED HERMES, INC. 768.2K -172.2K (-18.3%) 39.92M -10.7M (-21.1%) 0.40% -0.088 pp 0.07% -0.023 pp USD50.97 +2.0% 11 qtrs
53 GOODNOW INVESTMENT GROUP, LLC 760.8K +117.1K (+18.2%) 39.54M +4.9M (+14.1%) 0.40% +0.063 pp 3.69% +0.372 pp USD51.30 +1.3% 5 qtrs
54 XN LP 698.2K +698.2K (+100.0%) 36.29M +36.3M (+100.0%) 0.37% +0.367 pp 1.02% +1.017 pp USD51.97 +0.0% 1 qtrs NEW
55 ANOMALY CAPITAL MANAGEMENT, LP 695.1K -1.8M (-71.9%) 36.12M -96.8M (-72.8%) 0.37% -0.926 pp 1.30% -2.611 pp USD50.88 +2.1% 8 qtrs
56 POINT72 ASSET MANAGEMENT, L.P. 694.8K +134.4K (+24.0%) 36.11M +5.9M (+19.7%) 0.37% +0.072 pp 0.04% -0.010 pp USD47.29 +9.9% 10 qtrs
57 ALLIANZ ASSET MANAGEMENT GMBH 684.9K -23.1K (-3.3%) 35.60M -2.5M (-6.6%) 0.36% -0.010 pp 0.04% -0.007 pp USD55.77 -6.8% 9 qtrs
58 SILVERCREST ASSET MANAGEMENT GROUP LLC 629.2K -19.8K (-3.1%) 32.70M -2.2M (-6.4%) 0.33% -0.009 pp 0.22% -0.006 pp USD33.43 +55.5% 10 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 576.5K -10.7K (-1.8%) 29.96M -1.7M (-5.2%) 0.30% -0.004 pp 0.01% -0.001 pp USD45.50 +14.2% 17 qtrs
60 LEGAL & GENERAL GROUP PLC 572.2K -6.7K (-1.2%) 29.74M -1.4M (-4.6%) 0.30% -0.002 pp 0.01% 0.000 pp USD33.46 +55.3% 18 qtrs
61 NUVEEN, LLC 553.6K -197.7K (-26.3%) 28.77M -11.7M (-28.9%) 0.29% -0.102 pp 0.01% -0.003 pp USD49.10 +5.8% 4 qtrs
62 PRINCIPAL FINANCIAL GROUP INC 540.1K +119.5K (+28.4%) 28.07M +5.4M (+24.0%) 0.28% +0.064 pp 0.01% +0.003 pp USD50.82 +2.3% 18 qtrs
63 RHUMBLINE ADVISERS 502.4K -10.1K (-2.0%) 26.11M -1.5M (-5.4%) 0.26% -0.004 pp 0.02% -0.001 pp USD41.15 +26.3% 18 qtrs
64 DF DENT & CO INC 501.6K -7.7K (-1.5%) 26.07M -1.3M (-4.9%) 0.26% -0.003 pp 0.38% +0.021 pp USD38.91 +33.6% 10 qtrs
65 SCHONFELD STRATEGIC ADVISORS LLC 487.8K -892.0K (-64.6%) 25.35M -48.9M (-65.9%) 0.26% -0.465 pp 0.11% -0.310 pp USD52.01 -0.1% 16 qtrs
66 UBS GROUP AG 487.3K -212.0K (-30.3%) 25.33M -12.3M (-32.7%) 0.26% -0.110 pp 0.00% -0.002 pp USD49.92 +4.1% 18 qtrs
67 BNP PARIBAS ARBITRAGE, SNC 486.6K +176.7K (+57.0%) 25.29M +8.6M (+51.6%) 0.26% +0.094 pp 0.01% +0.003 pp USD56.23 -7.6% 5 qtrs
68 MILLENNIUM MANAGEMENT LLC 469.7K -712.2K (-60.3%) 24.41M -39.2M (-61.6%) 0.25% -0.371 pp 0.01% -0.017 pp USD51.13 +1.6% 17 qtrs
69 PGGM INVESTMENTS 467.4K +168.9K (+56.6%) 24.29M +8.2M (+51.2%) 0.25% +0.090 pp 0.38% +0.125 pp USD57.32 -9.3% 3 qtrs
70 GOLDMAN SACHS GROUP INC 440.4K +22.0K (+5.3%) 22.89M +366.8K (+1.6%) 0.23% +0.013 pp 0.00% +0.000 pp USD38.20 +36.0% 18 qtrs
71 SOROS FUND MANAGEMENT LLC 434.5K +434.5K (+100.0%) 22.58M +22.6M (+100.0%) 0.23% +0.228 pp 0.26% +0.262 pp USD51.97 +0.0% 1 qtrs NEW
72 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 410.0K -13.3K (-3.2%) 21.31M -1.5M (-6.5%) 0.22% -0.006 pp 0.01% -0.002 pp USD53.33 -2.6% 8 qtrs
73 SCHRODER INVESTMENT MANAGEMENT GROUP 400.4K -16.8K (-4.0%) 20.81M -1.7M (-7.4%) 0.21% -0.008 pp 0.02% -0.002 pp USD50.78 +2.3% 8 qtrs
74 CI INVESTMENTS INC. 389.6K +4.0K (+1.0%) 20.25M -511.1K (-2.5%) 0.20% +0.003 pp 0.09% +0.013 pp USD49.91 +4.1% 11 qtrs
75 SWISS NATIONAL BANK 373.9K +6.2K (+1.7%) 19.43M -361.7K (-1.8%) 0.20% +0.004 pp 0.01% +0.000 pp USD38.55 +34.8% 17 qtrs
76 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 360.4K -1.2M (-76.3%) 18.73M -63.0M (-77.1%) 0.19% -0.605 pp 0.04% -0.147 pp USD52.42 -0.9% 17 qtrs
77 DUFF & PHELPS INVESTMENT MANAGEMENT CO 357.1K +20.1K (+6.0%) 18.56M +420.2K (+2.3%) 0.19% +0.012 pp 0.21% +0.005 pp USD22.72 +128.7% 14 qtrs
78 QUBE RESEARCH & TECHNOLOGIES LTD 348.2K +348.2K (+100.0%) 18.10M +18.1M (+100.0%) 0.18% +0.183 pp 0.02% +0.018 pp USD51.97 +0.0% 3 qtrs
79 TUDOR INVESTMENT CORP ET AL 336.0K +336.0K (+100.0%) 17.46M +17.5M (+100.0%) 0.18% +0.177 pp 0.03% +0.032 pp USD51.97 +0.0% 1 qtrs NEW
80 PRICE T ROWE ASSOCIATES INC /MD/ 328.6K +13.7K (+4.3%) 17.08M +125.0K (+0.7%) 0.17% +0.008 pp 0.00% +0.000 pp USD45.05 +15.4% 14 qtrs
81 THRIVENT FINANCIAL FOR LUTHERANS 328.4K +62.6K (+23.5%) 17.07M +2.8M (+19.3%) 0.17% +0.034 pp 0.03% +0.002 pp USD45.70 +13.7% 13 qtrs
82 CITADEL ADVISORS LLC 302.5K +302.5K (+100.0%) 15.72M +15.7M (+100.0%) 0.16% +0.159 pp 0.00% +0.002 pp USD51.97 +0.0% 18 qtrs
83 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 300.0K -345.0K (-53.5%) 15.59M -19.1M (-55.1%) 0.16% -0.180 pp 0.25% -0.269 pp USD58.28 -10.8% 3 qtrs
84 SEA CLIFF PARTNERS MANAGEMENT, LP 272.7K -4.3K (-1.6%) 14.17M -738.7K (-5.0%) 0.14% -0.002 pp 5.97% +0.268 pp USD50.01 +3.9% 5 qtrs
85 POLAR CAPITAL HOLDINGS PLC 262.1K -2.1K (-0.8%) 13.62M -598.4K (-4.2%) 0.14% 0.000 pp 0.05% -0.016 pp USD44.32 +17.3% 9 qtrs
86 259.4K +259.4K (+100.0%) 13.48M +13.5M (+100.0%) 0.14% +0.136 pp 4.96% +4.958 pp USD51.97 +0.0% 1 qtrs NEW
87 BAYBERRY CAPITAL PARTNERS LP 257.0K +257.0K (+100.0%) 13.36M +13.4M (+100.0%) 0.14% +0.135 pp 4.23% +4.235 pp USD51.97 +0.0% 1 qtrs NEW
88 ROCKEFELLER CAPITAL MANAGEMENT L.P. 240.7K -7.3K (-2.9%) 12.51M -840.1K (-6.3%) 0.13% -0.003 pp 0.02% -0.004 pp USD53.83 -3.5% 2 qtrs
89 ENVESTNET ASSET MANAGEMENT INC 231.9K +13.9K (+6.4%) 12.05M +314.8K (+2.7%) 0.12% +0.008 pp 0.00% +0.000 pp USD46.91 +10.8% 16 qtrs
90 RETIREMENT SYSTEMS OF ALABAMA 228.9K -444.0 (-0.2%) 11.89M -449.6K (-3.6%) 0.12% +0.000 pp 0.04% -0.002 pp USD44.17 +17.7% 9 qtrs
91 BLI - BANQUE DE LUXEMBOURG INVESTMENTS 224.4K -55.3K (-19.8%) 11.87M -3.1M (-21.0%) 0.12% -0.028 pp 0.35% -0.090 pp USD50.91 +2.1% 5 qtrs
92 TOROSO INVESTMENTS, LLC 220.6K -12.4K (-5.3%) 11.46M -1.1M (-8.6%) 0.12% -0.006 pp 0.03% +0.002 pp USD53.37 -2.6% 10 qtrs
93 PERPETUAL LTD 220.5K -6.3K (-2.8%) 11.46M -750.0K (-6.1%) 0.12% -0.003 pp 0.17% +0.014 pp USD34.99 +48.5% 12 qtrs
94 MEDIOLANUM INTERNATIONAL FUNDS LTD 213.8K +76.1K (+55.3%) 11.30M +3.9M (+53.1%) 0.11% +0.040 pp 0.11% +0.035 pp USD53.17 -2.3% 2 qtrs
95 SOUTH STREET ADVISORS LLC 217.0K -20.5K (-8.6%) 11.27M -1.5M (-11.8%) 0.11% -0.010 pp 1.58% -0.092 pp USD47.54 +9.3% 7 qtrs
96 LOOMIS SAYLES & CO L P 214.1K +9.0K (+4.4%) 11.12M +88.7K (+0.8%) 0.11% +0.005 pp 0.01% +0.000 pp USD49.86 +4.2% 16 qtrs
97 THOMASVILLE NATIONAL BANK 213.8K +213.8K (+100.0%) 11.11M +11.1M (+100.0%) 0.11% +0.112 pp 0.69% +0.689 pp USD51.97 +0.0% 1 qtrs NEW
98 AMERIPRISE FINANCIAL INC 212.6K +34.6K (+19.4%) 11.05M +1.5M (+15.3%) 0.11% +0.019 pp 0.00% +0.000 pp USD34.80 +49.3% 18 qtrs
99 WEDGE CAPITAL MANAGEMENT L L P/NC 212.2K -13.9K (-6.1%) 11.03M -1.1M (-9.4%) 0.11% -0.007 pp 0.20% -0.008 pp USD46.18 +12.5% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 192 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Clean Water UCITS ETF AQWA.L 3.77% 989.8K 0.50%
2 Global X - Clean Water ETF AQWA 3.75% 882.2K 0.50%
3 VanEck Environmental Services ETF EVX 3.74% 3.81M 0.55%
4 Amundi MSCI Water UCITS ETF Acc WATC.L 3.15% 57.36M 0.60%
5 Amundi MSCI Water UCITS ETF Dist WATU.L 3.15% 57.36M 0.60%
6 First Trust Water ETF FIW 2.67% 49.12M 0.50%
7 Invesco Water Resources ETF PHO 2.55% 50.63M 0.59%
8 First Trust RBA American Industrial RenaissanceTM ETF AIRR 2.11% 228.32M 0.69%
9 Invesco S&P Global Water Index ETF CGW 2.06% 21.92M 0.58%
10 iShares Global Water Index ETF CWW.TO 2.06% 4.48M 0.66%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
580.00
Shares disposed
Cash buys
Cash sales
Net activity
+580
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-17 Bradbury Robyn L Officer J-Other D Class B Common Stock and Limited Partnership Interests 5,000 0.00 152,447 I
2026-04-07 Hope James D Director P-Purchase A Class A Common Stock 1,972 50.70 100.0K 6,939 D
2026-04-01 Hardwick M Susan Director 0 0.00 0
2026-04-01 Burkhardt Jackie M Officer Options (Rights to Buy) 6,393 46.27 295.8K 0 D
2026-03-12 Witkowski Mark R Director / Officer A-Award A Options (Rights to Buy) 131,382 47.63 6.26M 131,382 D
2026-03-12 Stephens John Weldon Officer A-Award A Options (Rights to Buy) 6,684 47.63 318.4K 6,684 D
2026-03-12 Harper Carla D Officer A-Award A Class A Common Stock 2,463 0.00 13,874 D
2026-03-12 HUEBERT MICHAEL G. Officer A-Award A Class A Common Stock 10,500 0.00 25,337 D
2026-03-12 Giles Jeffrey D Officer A-Award A Class A Common Stock 3,021 0.00 9,681 D
2026-03-12 Cowles Bradford A Officer A-Award A Options (Rights to Buy) 50,676 47.63 2.41M 50,676 D
2026-03-12 Bradbury Robyn L Officer A-Award A Class A Common Stock 4,824 0.00 12,500 D
2026-03-11 Witkowski Mark R Director / Officer F-InKind D Class A Common Stock 1,685 49.16 82.8K 32,747 D
2026-03-11 Whittenburg Mark G Officer F-InKind D Class A Common Stock 331 49.16 16.3K 8,525 D
2026-03-11 Stephens John Weldon Officer F-InKind D Class A Common Stock 107 49.16 5.3K 16,438 D
2026-03-11 Harper Carla D Officer F-InKind D Class A Common Stock 89 49.16 4.4K 11,411 D
2026-03-11 HUEBERT MICHAEL G. Officer F-InKind D Class A Common Stock 447 49.16 22.0K 14,837 D
2026-03-11 Cowles Bradford A Officer F-InKind D Class A Common Stock 607 49.16 29.8K 18,405 D
2026-03-11 Bradbury Robyn L Officer F-InKind D Class A Common Stock 404 49.16 19.9K 7,676 D
2026-03-10 Witkowski Mark R Director / Officer F-InKind D Class A Common Stock 937 49.38 46.3K 34,432 D
2026-03-10 Whittenburg Mark G Officer F-InKind D Class A Common Stock 557 49.38 27.5K 8,856 D
2026-03-10 Stephens John Weldon Officer F-InKind D Class A Common Stock 198 49.38 9.8K 16,545 D
2026-03-10 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 3,081 49.38 152.1K 66,136 D
2026-03-10 Harper Carla D Officer F-InKind D Class A Common Stock 189 49.38 9.3K 11,500 D
2026-03-10 Cowles Bradford A Officer F-InKind D Class A Common Stock 741 49.38 36.6K 19,012 D
2026-03-10 Bradbury Robyn L Officer F-InKind D Class A Common Stock 205 49.38 10.1K 8,080 D
2026-03-09 Witkowski Mark R Director / Officer F-InKind D Class A Common Stock 478 49.96 23.9K 35,369 D
2026-03-09 Whittenburg Mark G Officer F-InKind D Class A Common Stock 278 49.96 13.9K 9,413 D
2026-03-09 Stephens John Weldon Officer F-InKind D Class A Common Stock 94 49.96 4.7K 16,743 D
2026-03-09 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 1,519 49.96 75.9K 69,217 D
2026-03-09 Harper Carla D Officer F-InKind D Class A Common Stock 77 49.96 3.8K 11,689 D
2026-03-09 HUEBERT MICHAEL G. Officer F-InKind D Class A Common Stock 350 49.96 17.5K 15,284 D
2026-03-09 Cowles Bradford A Officer F-InKind D Class A Common Stock 435 49.96 21.7K 19,753 D
2026-03-09 Bradbury Robyn L Officer F-InKind D Class A Common Stock 270 49.96 13.5K 8,285 D
2026-01-26 Giles Jeffrey D Officer A-Award A Options (Rights to Buy) 10,617 57.14 606.7K 10,617 D
2025-12-31 Whittenburg Mark G Officer G-Gift D Class B Common Stock and Limited Partnership Interests 25,500 0.00 227,312 I
2025-09-12 Stephens John Weldon Officer M-Exempt A Class A Common Stock 12,717 20.81 264.6K 16,837 D
2025-09-03 Harper Carla D Officer Options (Rights to Buy) 3,891 22.11 86.0K 0 D
2025-08-18 Witkowski Mark R Director / Officer J-Other D Class B Common Stock and Limited Partnership Interests 100,000 0.00 616,250 I
2025-07-22 HUEBERT MICHAEL G. Officer F-InKind D Class A Common Stock 1,337 65.03 86.9K 15,634 D
2025-07-22 Bradbury Robyn L Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 5,000 0.00 0 D
2025-07-18 Kimbrough Orvin T Director J-Other D Class B Common Stock and Limited Partnership Interests 23,957 0.00 29,747 I
2025-07-18 Castellano James G Director C-Conversion D Class B Common Stock and Limited Partnership Interests 34,674 0.00 0 I
2025-07-17 Witkowski Mark R Director / Officer J-Other D Class B Common Stock and Limited Partnership Interests 100,000 0.00 716,250 I
2025-07-07 LeClair Stephen O Director / Officer M-Exempt D Options (Rights to Buy) 44,972 20.81 935.9K 135,877 D
2025-07-03 LeClair Stephen O Director / Officer M-Exempt D Options (Rights to Buy) 80,028 20.81 1.67M 180,849 D
2025-07-01 Bradbury Robyn L Officer J-Other D Class A Common Stock 43 0.00 22 I
2025-06-24 NEWMAN MARGARET Director A-Award A Class A Common Stock 2,189 0.00 13,958 D
2025-06-24 MAZZARELLA KATHLEEN M Director A-Award A Class A Common Stock 2,189 0.00 13,958 D
2025-06-24 Kimbrough Orvin T Director A-Award A Class A Common Stock 2,189 0.00 13,958 D
2025-06-24 Hope James D Director A-Award A Class A Common Stock 2,189 0.00 4,967 D
2025-06-24 Gipson Dennis G Director A-Award A Class A Common Stock 2,189 0.00 13,958 D
2025-06-24 Castellano James G Director A-Award A Class A Common Stock 2,189 0.00 4,638 D
2025-06-24 Buck Robert M Director A-Award A Class A Common Stock 2,189 0.00 13,050 D
2025-06-24 Amirthalingam Bhavani Director A-Award A Class A Common Stock 2,189 0.00 15,156 D
2025-06-09 Whittenburg Mark G Officer J-Other D Class B Common Stock and Limited Partnership Interests 49,100 0.00 252,812 I
2025-06-06 Whittenburg Mark G Officer J-Other A Class B Common Stock and Limited Partnership Interests 900 0.00 900 D
2025-06-03 Schneider Laura K Officer J-Other D Class B Common Stock and Limited Partnership Interests 45,695 0.00 473,233 I
2025-05-28 Schaller John R Officer M-Exempt D Options (Rights to Buy) 9,794 50.12 490.9K 19,588 D
2025-04-29 Stephens John Weldon Officer J-Other D Class B Common Stock and Limited Partnership Interests 31,750 0.00 80,000 I
2025-04-28 Stephens John Weldon Officer J-Other D Class B Common Stock and Limited Partnership Interests 10,214 0.00 111,750 I
2025-04-17 Castellano James G Director G-Gift D Class A Common Stock 9,320 0.00 2,449 D
2025-04-02 Stephens John Weldon Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 41,963 0.00 0 D
2025-03-31 Witkowski Mark R Director / Officer A-Award A Class A Common Stock 10,092 0.00 35,847 D
2025-03-31 Bradbury Robyn L Officer Class A Common Stock 0 0.00 65 I
2025-03-13 Witkowski Mark R Officer A-Award A Class A Common Stock 7,296 0.00 25,755 D
2025-03-13 Whittenburg Mark G Officer A-Award A Class A Common Stock 3,411 0.00 9,691 D
2025-03-13 Stephens John Weldon Officer A-Award A Class A Common Stock 933 0.00 4,120 D
2025-03-13 Schneider Laura K Officer A-Award A Options (Rights to Buy) 23,844 46.27 1.10M 23,844 D
2025-03-13 Schaller John R Officer A-Award A Class A Common Stock 4,215 0.00 19,689 D
2025-03-13 HUEBERT MICHAEL G. Officer A-Award A Class A Common Stock 4,494 0.00 16,971 D
2025-03-13 Giles Jeffrey D Officer A-Award A Class A Common Stock 2,988 0.00 12,083 D
2025-03-13 Cowles Bradford A Officer A-Award A Class A Common Stock 6,162 0.00 20,188 D
2025-03-11 Witkowski Mark R Officer F-InKind D Class A Common Stock 925 46.55 43.1K 18,459 D
2025-03-11 Whittenburg Mark G Officer F-InKind D Class A Common Stock 510 46.55 23.7K 6,280 D
2025-03-11 Stephens John Weldon Officer F-InKind D Class A Common Stock 200 46.55 9.3K 3,187 D
2025-03-11 Schneider Laura K Officer F-InKind D Class A Common Stock 434 46.55 20.2K 9,597 D
2025-03-11 Schaller John R Officer M-Exempt D Options (Rights to Buy) 19,292 20.81 401.5K 0 D
2025-03-11 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 4,889 46.55 227.6K 70,736 D
2025-03-11 Giles Jeffrey D Officer F-InKind D Class A Common Stock 436 46.55 20.3K 9,095 D
2025-03-11 Cowles Bradford A Officer F-InKind D Class A Common Stock 724 46.55 33.7K 14,026 D
2025-03-10 Witkowski Mark R Officer F-InKind D Class A Common Stock 996 46.69 46.5K 19,384 D
2025-03-10 Whittenburg Mark G Officer F-InKind D Class A Common Stock 599 46.69 28.0K 6,790 D
2025-03-10 Stephens John Weldon Officer F-InKind D Class A Common Stock 198 46.69 9.2K 3,387 D
2025-03-10 Schneider Laura K Officer F-InKind D Class A Common Stock 428 46.69 20.0K 10,031 D
2025-03-10 Schaller John R Officer S-Sale D Class A Common Stock 21,868 46.82 1.02M 16,452 D
2025-03-10 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 3,671 46.69 171.4K 75,625 D
2025-03-10 Giles Jeffrey D Officer F-InKind D Class A Common Stock 467 46.69 21.8K 9,531 D
2025-03-10 Cowles Bradford A Officer F-InKind D Class A Common Stock 822 46.69 38.4K 14,750 D
2025-03-07 Witkowski Mark R Officer F-InKind D Class A Common Stock 536 47.87 25.7K 20,380 D
2025-03-07 Whittenburg Mark G Officer F-InKind D Class A Common Stock 278 47.87 13.3K 7,389 D
2025-03-07 Stephens John Weldon Officer F-InKind D Class A Common Stock 94 47.87 4.5K 3,585 D
2025-03-07 Schneider Laura K Officer F-InKind D Class A Common Stock 205 47.87 9.8K 10,459 D
2025-03-07 Schaller John R Officer F-InKind D Class A Common Stock 462 47.87 22.1K 17,436 D
2025-03-07 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 1,841 47.87 88.1K 79,296 D
2025-03-07 HUEBERT MICHAEL G. Officer F-InKind D Class A Common Stock 359 47.87 17.2K 12,477 D
2025-03-07 Giles Jeffrey D Officer F-InKind D Class A Common Stock 235 47.87 11.2K 9,998 D
2025-03-07 Cowles Bradford A Officer F-InKind D Class A Common Stock 438 47.87 21.0K 15,572 D
2025-02-10 Cowles Bradford A Officer J-Other A Class B Common Stock and Limited Partnership Interests 25,000 0.00 25,000 D
2025-01-16 Whittenburg Mark G Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 48,026 0.00 0 D
2025-01-16 LeClair Stephen O Director / Officer G-Gift D Class B Common Stock and Limited Partnership Interests 1,522,945 0.00 250,000 I
2025-01-15 Whittenburg Mark G Officer C-Conversion A Class A Common Stock 1,974 0.00 9,641 D
2025-01-14 Cowles Bradford A Officer S-Sale D Class A Common Stock 12,500 54.07 675.9K 16,010 D
2025-01-10 Whittenburg Mark G Officer S-Sale D Class A Common Stock 50,000 50.49 2.52M 7,667 D
2025-01-10 Schaller John R Officer S-Sale D Class A Common Stock 37,984 50.56 1.92M 18,498 D
2025-01-10 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 12,500 0.00 835,956 I
2024-12-03 NEWMAN MARGARET Director J-Other D Class A Common Stock 32 0.00 0 I
2024-12-03 LeClair Stephen O Director / Officer J-Other D Class B Common Stock and Limited Partnership Interests 200,000 0.00 1,772,945 I
2024-12-03 Giles Jeffrey D Officer J-Other A Class A Common Stock 2 0.00 14,356 D
2024-12-03 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 50,000 0.00 848,456 I
2024-10-08 Giles Jeffrey D Officer G-Gift A Class B Common Stock and Limited Partnership Interests 232,928 0.00 232,928 I
2024-07-22 HUEBERT MICHAEL G. Officer A-Award A Options (Rights to Buy) 25,416 52.11 1.32M 25,416
2024-07-16 Gipson Dennis G Director J-Other D Class B Common Stock and Limited Partnership Interests 24,857 0.00 219,601
2024-07-15 Castellano James G Director J-Other A Class B Common Stock and Limited Partnership Interests 12,500 0.00 12,500
2024-07-11 Castellano James G Director J-Other D Class B Common Stock and Limited Partnership Interests 12,300 0.00 206,120
2024-07-10 Castellano James G Director S-Sale D Class A Common Stock 200 50.01 10.0K 0
2024-06-26 NEWMAN MARGARET Director A-Award A Class A Common Stock 2,449 0.00 11,769
2024-06-26 MAZZARELLA KATHLEEN M Director A-Award A Class A Common Stock 2,449 0.00 11,769
2024-06-26 Kimbrough Orvin T Director A-Award A Class A Common Stock 2,449 0.00 11,769
2024-06-26 Hope James D Director A-Award A Class A Common Stock 2,449 0.00 2,778
2024-06-26 Gipson Dennis G Director A-Award A Class A Common Stock 2,449 0.00 11,769
2024-06-26 Castellano James G Director A-Award A Class A Common Stock 2,449 0.00 11,769
2024-06-26 Buck Robert M Director A-Award A Class A Common Stock 2,449 0.00 10,861
2024-06-26 Amirthalingam Bhavani Director A-Award A Class A Common Stock 2,449 0.00 12,967
2024-05-08 Witkowski Mark R Officer J-Other D Class B Common Stock and Limited Partnership Interests 50,000 0.00 816,250
2024-05-01 Hope James D Director 0 0.00 0
2024-04-23 Stephens John Weldon Officer S-Sale D Class A Common Stock 9,497 55.19 524.1K 4,281
2024-04-19 Whittenburg Mark G Officer C-Conversion A Class A Common Stock 50,000 0.00 62,933
2024-04-19 Stephens John Weldon Officer C-Conversion A Class A Common Stock 5,503 0.00 9,784
2024-04-08 Witkowski Mark R Officer J-Other D Class B Common Stock and Limited Partnership Interests 50,000 0.00 866,250
2024-03-22 Whittenburg Mark G Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 49,940 0.00 0
2024-03-22 Stephens John Weldon Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 14,968 0.00 0
2024-03-11 Witkowski Mark R Officer F-InKind D Class A Common Stock 929 48.29 44.9K 20,916 D
2024-03-11 Whittenburg Mark G Officer F-InKind D Class A Common Stock 509 48.29 24.6K 11,215 D
2024-03-11 Stephens John Weldon Officer F-InKind D Class A Common Stock 201 48.29 9.7K 3,679 D
2024-03-11 Schneider Laura K Officer F-InKind D Class A Common Stock 435 48.29 21.0K 10,664 D
2024-03-11 Schaller John R Officer F-InKind D Class A Common Stock 582 48.29 28.1K 17,898 D
2024-03-11 LeClair Stephen O Director / Officer F-InKind D Class A Common Stock 4,052 48.29 195.7K 81,137 D
2024-03-11 Giles Jeffrey D Officer F-InKind D Class A Common Stock 468 48.29 22.6K 10,668 D
2024-03-11 Cowles Bradford A Officer F-InKind D Class A Common Stock 825 48.29 39.8K 16,736 D
2024-03-07 Witkowski Mark R Officer A-Award A Options (Rights to Buy) 36,726 50.12 1.84M 36,726
2024-03-07 Whittenburg Mark G Officer A-Award A Options (Rights to Buy) 18,999 50.12 952.2K 18,999
2024-03-07 Stephens John Weldon Officer J-Other D Class B Common Stock and Limited Partnership Interests 43,900 0.00 197,980
2024-03-07 Schneider Laura K Officer A-Award A Class A Common Stock 2,295 0.00 11,967
2024-03-07 Schaller John R Officer A-Award A Options (Rights to Buy) 29,382 50.12 1.47M 29,382
2024-03-07 LeClair Stephen O Director / Officer A-Award A Options (Rights to Buy) 146,508 50.12 7.34M 146,508
2024-03-07 Giles Jeffrey D Officer A-Award A Options (Rights to Buy) 16,062 50.12 805.0K 16,062
2024-03-07 Cowles Bradford A Officer A-Award A Options (Rights to Buy) 29,382 50.12 1.47M 29,382
2024-03-04 Stephens John Weldon Officer J-Other D Class B Common Stock and Limited Partnership Interests 1,100 0.00 241,880
2024-02-22 Kimbrough Orvin T Director C-Conversion D Class B Common Stock and Limited Partnership Interests 9,500 0.00 0
2024-02-21 Kimbrough Orvin T Director S-Sale D Class A Common Stock 313 45.00 14.1K 9,320
2024-02-16 Kimbrough Orvin T Director J-Other A Class B Common Stock and Limited Partnership Interests 187 0.00 187
2024-02-12 Schneider Laura K Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 100,000 0.00 0
2024-02-12 LeClair Stephen O Director / Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 150,000 0.00 0
2024-02-12 Kimbrough Orvin T Director C-Conversion A Class A Common Stock 5,000 0.00 14,320
2024-02-12 Giles Jeffrey D Officer S-Sale D Class A Common Stock 40,000 44.14 1.77M 8,217
2024-01-25 CD&R Investment Associates X, Ltd. 10% Owner C-Conversion D Class B Common Stock and Limited Partnership Interests 7,415,404 0.00 1,874,272
2024-01-16 Schaller John R Officer J-Other D Class B Common Stock and Limited Partnership Interests 50,000 0.00 850,214
2024-01-12 Kimbrough Orvin T Director S-Sale D Class A Common Stock 5,000 41.06 205.3K 9,320
2024-01-11 Schneider Laura K Officer J-Other A Class B Common Stock and Limited Partnership Interests 100,000 0.00 100,000
2024-01-11 LeClair Stephen O Director / Officer S-Sale D Class A Common Stock 150,000 40.66 6.10M 73,692
2024-01-11 Giles Jeffrey D Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 39,950 0.00 0
2024-01-10 Sleeper Nathan K Director G-Gift D Class A Common Stock 129,634 0.00 0
2024-01-10 CD&R Investment Associates X, Ltd. 10% Owner S-Sale D Class B Common Stock and Limited Partnership Interests 1,874,272 0.00 9,289,676
2023-12-11 CD&R Investment Associates X, Ltd. 10% Owner C-Conversion A Class A Common Stock 6,466,240 0.00 6,466,240
2023-12-01 Stephens John Weldon Officer J-Other A Class B Common Stock and Limited Partnership Interests 18,500 0.00 18,500
2023-11-15 Witkowski Mark R Officer S-Sale D Class A Common Stock 40,000 34.01 1.36M 19,221
2023-11-15 Stephens John Weldon Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 12,500 0.00 0
2023-11-15 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 25,000 0.00 898,456
2023-11-15 CD&R Investment Associates X, Ltd. 10% Owner S-Sale D Class A Common Stock 10,854 30.44 330.4K 274,017
2023-11-14 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 25,000 0.00 923,456
2023-11-09 Witkowski Mark R Officer S-Sale D Class A Common Stock 20,000 32.10 642.0K 19,221
2023-11-09 CD&R Investment Associates X, Ltd. 10% Owner S-Sale D Class A Common Stock 7,122,234 30.44 216.80M 0
2023-10-31 Castellano James G Director C-Conversion A Class A Common Stock 9,890 0.00 9,890
2023-10-30 Castellano James G Director C-Conversion A Class A Common Stock 2,610 0.00 2,610
2023-10-12 Cowles Bradford A Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 50,000 0.00 0
2023-10-11 Stephens John Weldon Officer S-Sale D Class A Common Stock 11,800 31.04 366.3K 3,468
2023-10-10 Stephens John Weldon Officer J-Other D Class A Common Stock 35 0.00 0
2023-10-04 Witkowski Mark R Officer J-Other D Class B Common Stock and Limited Partnership Interests 20,000 0.00 976,250
2023-09-25 Witkowski Mark R Officer J-Other D Class B Common Stock and Limited Partnership Interests 39,397 0.00 996,250
2023-09-25 Castellano James G Director S-Sale D Class A Common Stock 12,500 28.35 354.4K 0
2023-09-19 CD&R Investment Associates X, Ltd. 10% Owner S-Sale D Class A Common Stock 6,747,380 29.02 195.78M 0
2023-08-29 Schaller John R Officer J-Other D Class B Common Stock and Limited Partnership Interests 25,000 0.00 900,214
2023-07-13 Schaller John R Officer J-Other A Class A Common Stock 553 0.00 553
2023-06-28 NEWMAN MARGARET Director A-Award A Class A Common Stock 3,927 0.00 9,320
2023-06-28 MAZZARELLA KATHLEEN M Director A-Award A Class A Common Stock 3,927 0.00 9,320
2023-06-28 Kimbrough Orvin T Director A-Award A Class A Common Stock 3,927 0.00 9,320
2023-06-28 Gipson Dennis G Director A-Award A Class A Common Stock 3,927 0.00 9,320
2023-06-28 Castellano James G Director A-Award A Class A Common Stock 3,927 0.00 9,320
2023-06-28 Buck Robert M Director A-Award A Class A Common Stock 3,927 0.00 8,412
2023-06-28 Amirthalingam Bhavani Director A-Award A Class A Common Stock 3,927 0.00 10,518
2023-06-27 Schneider Laura K Officer J-Other D Class B Common Stock and Limited Partnership Interests 49,904 0.00 718,928
2023-06-12 CD&R Investment Associates X, Ltd. 10% Owner S-Sale D Class A Common Stock 5,247,962 28.22 148.07M 0
2023-06-07 LeClair Stephen O Director / Officer J-Other D Class B Common Stock and Limited Partnership Interests 35,712 0.00 2,272,703
2023-06-06 Schneider Laura K Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 50,000 0.00 0
2023-06-06 LeClair Stephen O Director / Officer J-Other A Class B Common Stock and Limited Partnership Interests 4,288 0.00 4,288
2023-06-06 Cowles Bradford A Officer C-Conversion D Class B Common Stock and Limited Partnership Interests 24,889 0.00 0
2023-05-18 Giles Jeffrey D Officer J-Other A Class B Common Stock and Limited Partnership Interests 29,998 0.00 29,998
2023-05-18 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 25,000 0.00 1,023,345
2023-05-03 Kimbrough Orvin T Director C-Conversion A Class A Common Stock 10,000 0.00 15,393
2023-05-03 Cowles Bradford A Officer J-Other D Class B Common Stock and Limited Partnership Interests 30,000 0.00 1,048,345

Executive team

Top executives
EBIT / Employee
127.7K
Shares Outstanding
188.14M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark R. Witkowski, Chief Executive Officer 786.5K 5.83M 2.47M 194.5K 46.0K 9.33M 88.99%
2 2025 Bradford A. Cowles, President 551.2K 3.04M 854.9K 80.6K 37.9K 4.56M 85.31%
3 2025 Michael G. Huebert, President 468.3K 2.46M 623.4K 67.2K 30.3K 3.65M 84.49%
4 2025 Robyn L. Bradbury, Chief Financial Officer 469.2K 2.44M 562.6K 70.7K 30.0K 3.57M 84.04%
5 2025 Mark G. Whittenburg, Former General Counsel and Secretary 499.6K 1.66M 473.4K 71.4K 33.1K 2.74M 77.91%
6 2025 Stephen O. LeClair, Former Executive Chair and Former Chief Executive Officer 935.0K 238.1K 37.3K 1.21M 0.00%
7 2024 Stephen O. LeClair Chief Executive Officer 924.2K 935.1K 2.81M 668.7K 41.5K 5.37M 69.59%
8 2024 Michael G. Huebert President 225.0K 668.9K 1.01M 178.8K 14.3K 2.09M 80.03%
9 2024 Mark R. Witkowski Chief Financial Officer 610.2K 234.4K 703.2K 248.3K 34.8K 1.83M 51.21%
10 2024 John R. Schaller Executive Vice President 491.9K 187.6K 562.5K 225.1K 34.1K 1.50M 49.97%
11 2024 Bradford A. Cowles President 482.5K 187.6K 562.5K 198.7K 37.8K 1.47M 51.06%
12 2023 Stephen O. LeClair Chief Executive Officer 882.9K 839.1K 2.52M 1.26M 50.9K 5.55M 60.52%
13 2023 Mark R. Witkowski Chief Financial Officer 559.2K 213.8K 641.3K 480.0K 42.9K 1.94M 44.14%
14 2023 John R. Schaller Executive Vice President 461.9K 176.3K 528.8K 448.5K 19.1K 1.63M 43.13%
15 2023 Bradford A. Cowles President 426.9K 163.2K 489.4K 366.3K 57.4K 1.50M 43.41%
16 2022 Stephen O. LeClair Chief Executive Officer 836.5K 743.8K 2.23M 1.70M 52.9K 5.56M 53.46%
17 2022 Mark R. Witkowski Chief Financial Officer 521.9K 198.8K 596.3K 636.0K 110.5K 2.06M 38.53%
18 2022 John R. Schaller President 430.6K 165.0K 495.0K 598.4K 10.8K 1.70M 38.83%
19 2022 John R. Schaller Executive Vice President 430.6K 165.0K 495.0K 598.4K 10.8K 1.70M 38.83%
20 2022 Mark. G. Whittenburg General Counsel and Secretary 433.3K 110.0K 330.0K 528.0K 143.4K 1.54M 28.49%
21 2022 Bradford A. Cowles President 398.3K 151.9K 455.6K 486.0K 41.7K 1.53M 39.62%
22 2021 Stephen O. LeClair, Chief Executive Officer 779.8K 1.47M 40.6K 2.29M 0.00%
23 2021 Stephen O. LeClair Chief Executive Officer 779.8K 1.47M 40.6K 2.29M 0.00%
24 2021 Mark R. Witkowski, Chief Financial Officer 478.5K 600.0K 44.5K 1.12M 0.00%
25 2021 Mark R. Witkowski Chief Financial Officer 478.5K 600.0K 44.5K 1.12M 0.00%
26 2021 John R. Schaller President 402.3K 550.8K 30.4K 983.5K 0.00%
27 2021 John R. Schaller, President, Waterworks 402.3K 550.8K 30.4K 983.5K 0.00%
28 2021 Mark. G. Whittenburg General Counsel and Secretary 397.5K 498.0K 48.8K 944.3K 0.00%
29 2021 Mark. G. Whittenburg, General Counsel and Secretary 397.5K 498.0K 48.8K 944.3K 0.00%
30 2021 Bradford A. Cowles, President, Fire Protection 377.3K 456.0K 33.5K 866.8K 0.00%
31 2021 Bradford A. Cowles President 377.3K 456.0K 33.5K 866.8K 0.00%
32 2020 Stephen O. LeClair, Chief Executive Officer 681.2K 740.8K 40.4K 1.46M 0.00%
33 2020 Stephen O. LeClair Chief Executive Officer 681.2K 740.8K 40.4K 1.46M 0.00%
34 2020 Mark R. Witkowski, Chief Financial Officer 396.9K 321.9K 44.2K 763.0K 0.00%
35 2020 Mark R. Witkowski Chief Financial Officer 396.9K 321.9K 44.2K 763.0K 0.00%
36 2020 John R. Schaller, President, Waterworks 385.8K 343.1K 29.9K 758.8K 0.00%
37 2020 John R. Schaller President 385.8K 343.1K 29.9K 758.8K 0.00%
38 2020 Bradford A. Cowles President 360.8K 283.6K 33.3K 677.6K 0.00%
39 2020 Bradford A. Cowles, President, Fire Protection 360.8K 283.6K 33.3K 677.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-07 DEFA14A
2026-05-07 DEF 14A
2025-05-13 DEFA14A
2025-05-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 SC 13G
2026-05-11 SC 13G/A
2026-05-07 DEFA14A
2026-05-07 DEF 14A
2026-05-07 ARS
2026-04-29 SC 13G
2026-04-21 4
2026-04-10 8-K
2026-04-09 4
2026-04-07 SC 13G/A

Executive team

NameTitleCompensationGender
Stephen O. LeClair Executive Chairman 2M male
Mark R. Witkowski Chief Executive Officer & Director 1M male
Mark G. Whittenburg General Counsel & Secretary 901.3K male
Bradford A. Cowles President 669.7K male
Michael G. Huebert President 669.7K male
Robyn Bradbury Chief Financial Officer 569.9K female
John W. Stephens Chief Accounting Officer & VP male
Jackie Burkhardt General Counsel, CCO & Secretary female
Glenn Floyd Director of Investor Relations & Treasury
Carla Harper Senior Vice President of Human Resources female
Jeffrey D. Giles Executive Vice President of Corporate Development male
ESG Rating
B
INDUSTRIAL - DISTRIBUTION
Rank: 14 out of 21
2026
E (Environmental)
55.7 / 53.1
Company / Sector avg.
S (Social)
65.4 / 51.3
Company / Sector avg.
G (Governance)
64.9 / 61.7
Company / Sector avg.
ESG Total
62.0 / 55.4
Company / Sector avg.
ESG Score History INDUSTRIAL - DISTRIBUTION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-30 2025-10-13 Michael McCaul TX10 Spouse Purchase $250,001 - $500,000
2025-09-30 2025-10-13 Michael McCaul TX10 Spouse Purchase $1,000,001 - $5,000,000
2025-09-22 2025-10-13 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2025-09-11 2025-10-22 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-08-11 2025-09-03 April Delaney MD06 Sale $15,001 - $50,000
2025-08-04 2025-09-03 April Delaney MD06 Sale $15,001 - $50,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-06-04 2025-07-09 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2025-04-07 2025-05-02 April Delaney MD06 Dependent Purchase $1,001 - $15,000
2025-02-08 2025-03-21 John Delaney MD06 Purchase $1,001 - $15,000
2024-09-10 2024-10-14 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2024-08-26 2024-09-18 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2023-11-01 2023-12-14 Michael McCaul TX10 Purchase $15,001 - $50,000
2023-09-29 2023-11-17 Michael McCaul TX10 Purchase $50,001 - $100,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits