Bayberry Capital Partners’s Core & Main CNM Stock Holding History

Bayberry Capital Partners’s Portfolio CNM Stock Details CNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-257,000	Closed	-$13.4M	–	32
2025 Q4	$13.4M	Buy	+257,000	New	+$13.2M	4.23%	13

Other funds holding CNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayberry Capital Partners's CNM Position: Q1 2026 in Review

Bayberry Capital Partners sold out of Core & Main (CNM) in Q1 2026, closing a stake of 257,000 shares — an estimated $13.4M sold.

Bayberry Capital Partners first reported a position in CNM in Q4 2025 and held it in 1 quarter. The position peaked at $13.4M in Q4 2025. 475 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Bayberry Capital Partners reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
Bayberry Capital Partners sold 257,000 Core & Main shares in Q1 2026, an estimated $13.4M.
Bayberry Capital Partners first reported a position in Core & Main in Q4 2025 and held it in 1 quarter.
Bayberry Capital Partners's Core & Main position peaked at $13.4M in Q4 2025.
475 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Bayberry Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.