Bessemer Group’s Core & Main CNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$132M Buy
2,663,161
+72,712
+3% +$3.91M 0.21% 121
2025
Q4
$135M Sell
2,590,449
-572,394
-18% -$29.4M 0.21% 118
2025
Q3
$170M Sell
3,162,843
-208,632
-6% -$12.6M 0.26% 97
2025
Q2
$203M Buy
3,371,475
+14,244
+0.4% +$762K 0.33% 77
2025
Q1
$162M Sell
3,357,231
-477,951
-12% -$24.8M 0.29% 86
2024
Q4
$195M Buy
3,835,182
+20,756
+0.5% +$978K 0.32% 75
2024
Q3
$169M Buy
3,814,426
+65,599
+2% +$3.14M 0.28% 98
2024
Q2
$183M Buy
3,748,827
+1,162,432
+45% +$64.6M 0.32% 82
2024
Q1
$148M Buy
2,586,395
+2,331,802
+916% +$107M 0.27% 106
2023
Q4
$10.3M Buy
254,593
+240,746
+1,739% +$8.15M 0.02% 292
2023
Q3
$400K Sell
13,847
-186
-1% -$5.74K ﹤0.01% 864
2023
Q2
$440K Sell
14,033
-2,631
-16% -$70.4K ﹤0.01% 853
2023
Q1
$385K Sell
16,664
-682
-4% -$15K ﹤0.01% 780
2022
Q4
$336K Hold
17,346
﹤0.01% 800
2022
Q3
$395K Hold
17,346
﹤0.01% 787
2022
Q2
$387K Hold
17,346
﹤0.01% 763
2022
Q1
$420K Buy
17,346
+3,808
+28% +$89.6K ﹤0.01% 677
2021
Q4
$411K Sell
13,538
-145
-1% -$3.98K ﹤0.01% 677
2021
Q3
$359K Buy
+13,683
New +$364K ﹤0.01% 643

Other funds holding CNM

Bessemer Group's CNM Position: Q1 2026 in Review

Bessemer Group increased its Core & Main (CNM) stake by 2.8% in Q1 2026, buying an estimated $3.91M and bringing the position to 2,663,161 shares worth $132M. The position accounts for 0.21% of the portfolio, ranked #121.

Bessemer Group first reported a position in CNM in Q3 2021 and has held it in 19 quarters since. The position peaked at $203M in Q2 2025. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • Bessemer Group held 2,663,161 shares of Core & Main worth $132M as of Q1 2026.
  • Bessemer Group bought 72,712 Core & Main shares in Q1 2026, an estimated $3.91M.
  • Core & Main made up 0.21% of Bessemer Group's portfolio in Q1 2026, its #121 holding.
  • Bessemer Group first reported a position in Core & Main in Q3 2021 and has held it in 19 quarters since.
  • Bessemer Group's Core & Main position peaked at $203M in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.