Chilton Investment Company’s Core & Main CNM Stock Holding History

Chilton Investment Company’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 Q1	–	Sell	-7,422	Closed	-$386K	–	291
2025 Q4	$386K	Sell	7,422 -99,544	-93%	-$5.11M	0.01%	216
2025 Q3	$5.76M	Buy	106,966 +16,137	+18%	+$977K	0.12%	66
2025 Q2	$5.48M	Sell	90,829 -161	-0.2%	-$8.61K	0.12%	61
2025 Q1	$4.4M	Sell	90,990 -211,023	-70%	-$10.9M	0.11%	68
2024 Q4	$15.4M	Buy	302,013 +58,349	+24%	+$2.75M	0.4%	40
2024 Q3	$10.8M	Buy	243,664 +156,498	+180%	+$7.5M	0.28%	44
2024 Q2	$4.27M	Buy	87,166 +28,343	+48%	+$1.57M	0.12%	58
2024 Q1	$3.37M	Buy	+58,823	New	+$2.69M	0.09%	71

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Chilton Investment Company's CNM Position: Q1 2026 in Review

Chilton Investment Company sold out of Core & Main (CNM) in Q1 2026, closing a stake of 7,422 shares — an estimated $386K sold.

Chilton Investment Company first reported a position in CNM in Q1 2024 and held it in 8 quarters. The position peaked at $15.4M in Q4 2024. 475 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Chilton Investment Company reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
Chilton Investment Company sold 7,422 Core & Main shares in Q1 2026, an estimated $386K.
Chilton Investment Company first reported a position in Core & Main in Q1 2024 and held it in 8 quarters.
Chilton Investment Company's Core & Main position peaked at $15.4M in Q4 2024.
475 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.