BGIM
CNM icon

Brandywine Global Investment Management’s Core & Main CNM Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$6.84M Buy
131,625
+3,167
+2% +$162K 0.05% 321
2025
Q3 		$6.91M Sell
128,458
-22,301
-15% -$1.35M 0.05% 324
2025
Q2 		$9.1M Sell
150,759
-846
-0.6% -$45.3K 0.06% 274
2025
Q1 		$7.32M Buy
151,605
+26,706
+21% +$1.38M 0.05% 290
2024
Q4 		$6.36M Buy
+124,899
New +$5.88M 0.05% 319

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brandywine Global Investment Management's CNM Position: Q4 2025 in Review

Brandywine Global Investment Management increased its Core & Main (CNM) stake by 2.5% in Q4 2025, buying an estimated $162K and bringing the position to 131,625 shares worth $6.84M. The position accounts for 0.05% of the portfolio, ranked #321.

Brandywine Global Investment Management first reported a position in CNM in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.1M in Q2 2025. 439 funds tracked by Wall St. Rank hold CNM as of Q4 2025.

  • Brandywine Global Investment Management held 131,625 shares of Core & Main worth $6.84M as of Q4 2025.
  • Brandywine Global Investment Management bought 3,167 Core & Main shares in Q4 2025, an estimated $162K.
  • Core & Main made up 0.05% of Brandywine Global Investment Management's portfolio in Q4 2025, its #321 holding.
  • Brandywine Global Investment Management first reported a position in Core & Main in Q4 2024 and has held it in 5 quarters since.
  • Brandywine Global Investment Management's Core & Main position peaked at $9.1M in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Core & Main as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.