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Disclosery

Thematics Asset Management: CNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on CNM, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 418,000 CNM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 418,000 shares
    Change vs previous 13F +54,000 shares

    1.02% of the 13F portfolio, value $22,500,940.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 364,000 shares
    Change vs previous 13F -25,000 shares

    0.99% of the 13F portfolio, value $21,967,400.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 389,000 shares
    Change vs previous 13F -70,000 shares

    0.95% of the 13F portfolio, value $18,792,590.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 459,000 shares
    Change vs previous 13F -25,000 shares

    1.02% of the 13F portfolio, value $23,367,690.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 484,000 shares
    Change vs previous 13F +65,000 shares

    0.85% of the 13F portfolio, value $21,489,600.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 419,000 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $20,505,860.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 419,000 shares
    Change vs previous 13F -146,000 shares

    1% of the 13F portfolio, value $23,987,750.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 565,000 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $22,831,650.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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