Bornite Capital Management’s Core & Main CNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-300,000	Closed	-$14.5M	–	38
2025 Q1	$14.5M	Buy	+300,000	New	+$14.5M	3.73%	14
2024 Q3	–	Sell	-260,500	Closed	-$12.7M	–	42
2024 Q2	$12.7M	Buy	260,500 +250,000	+2,381%	+$12.2M	2.1%	14
2024 Q1	$601K	Buy	+10,500	New	+$601K	0.1%	34