Letters by company

Core & Main, Inc.

1 letter discussing CNM. Everything written about it on this site is on its ticker page.

FPA Crescent Fund FPA Crescent Fund 3Q26 Commentary FPA Crescent Fund trimmed AI-associated holdings and added Boston Scientific, HCA, Core & Main, Fluidra and JBT Marel. It put cash to work in short-term Treasuries and TIPS, while preparing to assess credit-market dislocations and building several new positions at what it views as sensible valuations. 3Q26 028260 $39BADI $197BCHTR $13B