ACM
Anomaly Capital Management’s Core & Main CNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225M | Sell |
3,721,937
-1,520,416
| -29% | -$91.8M | 7.14% | 3 |
|
|
2025
Q1 | $253M | Buy |
5,242,353
+1,339,931
| +34% | +$64.7M | 11.78% | 1 |
|
|
2024
Q4 | $199M | Sell |
3,902,422
-1,262,195
| -24% | -$64.3M | 5.87% | 5 |
|
|
2024
Q3 | $229M | Buy |
5,164,617
+1,556,094
| +43% | +$69.1M | 8.17% | 2 |
|
|
2024
Q2 | $177M | Buy |
3,608,523
+953,489
| +36% | +$46.7M | 6.72% | 5 |
|
|
2024
Q1 | $152M | Buy |
+2,655,034
| New | +$152M | 5.36% | 8 |
|