Core & Main, Inc. · Brief

Next report

36 days

Dec 8 · before openest.Q3 FY26

Expected move

±9.7%implied · report alone

39.9648.54

straddle ±11.3%

spot 44.25exp Dec 18ATM strike 45ATM straddle 5.90IV 45%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±9.8%▼−5.58%×0.57

quarterimplied−10%0+10%realized×

Q2 FY26±9.8%▼−5.58%×0.57

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 8 report · est.

Bull2

12.80%share of Advanced Drainage Systems revenue from CNMSEC filings

450managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

3tracked funds holding CNMN-PORT · Jul 31 '26

43managers holding the majority of reported value13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

CNM report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.