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South Street Advisors LLC: CNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of South Street Advisors LLC on CNM, newest first. How the timeline and the estimate are built.

South Street Advisors LLC held 223,094 CNM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,094 shares
    Change vs previous 13F +2,364 shares

    1.4% of the 13F portfolio, value $10,764,286.

    13F-HR 0001172661-26-003079 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 220,730 shares
    Change vs previous 13F +3,780 shares

    1.58% of the 13F portfolio, value $10,904,062.

    13F-HR 0001172661-26-001789 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 216,950 shares
    Change vs previous 13F -20,473 shares

    1.58% of the 13F portfolio, value $11,274,892.

    13F-HR 0001172661-26-000551 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 237,423 shares
    Change vs previous 13F +5,030 shares

    1.67% of the 13F portfolio, value $12,780,480.

    13F-HR 0001172661-25-004820 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 232,393 shares
    Change vs previous 13F +712 shares

    2.08% of the 13F portfolio, value $14,024,918.

    13F-HR 0001172661-25-003333 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 231,681 shares
    Change vs previous 13F +797 shares

    1.83% of the 13F portfolio, value $11,192,509.

    13F-HR 0001172661-25-002217 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 230,884 shares
    Change vs previous 13F -3,260 shares

    1.8% of the 13F portfolio, value $11,754,304.

    13F-HR 0001172661-25-000620 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 234,144 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $10,395,994.

    13F-HR 0001172661-24-004496 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).