Bryce Point Capital’s Core & Main CNM Stock Holding History

Bryce Point Capital’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 Q1	–	Sell	-34,736	Closed	-$1.77M	–	235
2024 Q4	$1.77M	Buy	+34,736	New	+$1.64M	0.51%	28

Other funds holding CNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bryce Point Capital's CNM Position: Q1 2025 in Review

Bryce Point Capital sold out of Core & Main (CNM) in Q1 2025, closing a stake of 34,736 shares — an estimated $1.77M sold.

Bryce Point Capital first reported a position in CNM in Q4 2024 and held it in 1 quarter. The position peaked at $1.77M in Q4 2024. 421 funds tracked by Wall St. Rank hold CNM as of Q1 2025.

Bryce Point Capital reported no remaining Core & Main position as of Q1 2025 after selling out during the quarter.
Bryce Point Capital sold 34,736 Core & Main shares in Q1 2025, an estimated $1.77M.
Bryce Point Capital first reported a position in Core & Main in Q4 2024 and held it in 1 quarter.
Bryce Point Capital's Core & Main position peaked at $1.77M in Q4 2024.
421 funds tracked by Wall St. Rank held Core & Main as of Q1 2025.

Based on Bryce Point Capital's 13F filing for Q1 2025, filed 7 May 2025.