Camrose Capital Investment Partners’s Core & Main CNM Stock Holding History

Camrose Capital Investment Partners’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	$121M	Buy	2,504,211 +236,603	+10%	+$11.7M	13.65%	2
2026 Q1	$112M	Buy	2,267,608 +530,382	+31%	+$28.6M	14.66%	1
2025 Q4	$90.3M	Buy	1,737,226 +487,771	+39%	+$25M	14.95%	1
2025 Q3	$67.3M	Buy	1,249,455 +289,081	+30%	+$17.5M	15.61%	1
2025 Q2	$58M	Buy	960,374 +242,496	+34%	+$13M	14.51%	1
2025 Q1	$34.7M	Buy	717,878 +479,556	+201%	+$24.9M	12.44%	3
2024 Q4	$12.1M	Buy	+238,322	New	+$11.2M	13.33%	1

Other funds holding CNM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Camrose Capital Investment Partners's CNM Position: Q2 2026 in Review

Camrose Capital Investment Partners increased its Core & Main (CNM) stake by 10% in Q2 2026, buying an estimated $11.7M and bringing the position to 2,504,211 shares worth $121M. The position accounts for 13.65% of the portfolio, ranked #2.

Camrose Capital Investment Partners first reported a position in CNM in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Camrose Capital Investment Partners held 2,504,211 shares of Core & Main worth $121M as of Q2 2026.
Camrose Capital Investment Partners bought 236,603 Core & Main shares in Q2 2026, an estimated $11.7M.
Core & Main made up 13.65% of Camrose Capital Investment Partners's portfolio in Q2 2026, its #2 holding.
Camrose Capital Investment Partners first reported a position in Core & Main in Q4 2024 and has held it in 7 quarters since.
450 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Camrose Capital Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.