Bessemer Group
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Bessemer Group’s Core & Main CNM Stock Holding History

Bessemer Group’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
Q2 		$107M Sell
2,224,415
-438,746
-16% -$21.7M 0.15% 160
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Bessemer Group's CNM Position: Q2 2026 in Review

Bessemer Group reduced its Core & Main (CNM) stake by 16% in Q2 2026, selling an estimated $21.7M and leaving 2,224,415 shares worth $107M. The position accounts for 0.15% of the portfolio, ranked #160.

Bessemer Group first reported a position in CNM in Q3 2021 and has held it in 20 quarters since. The position peaked at $203M in Q2 2025. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Bessemer Group held 2,224,415 shares of Core & Main worth $107M as of Q2 2026.
  • Bessemer Group sold 438,746 Core & Main shares in Q2 2026, an estimated $21.7M.
  • Core & Main made up 0.15% of Bessemer Group's portfolio in Q2 2026, its #160 holding.
  • Bessemer Group first reported a position in Core & Main in Q3 2021 and has held it in 20 quarters since.
  • Bessemer Group's Core & Main position peaked at $203M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.