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

Cullen Capital 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
2026 Q2	$643K	Buy	13,330 +424	+3%	+$21K	0.01%	152
2026 Q1	$638K	Buy	12,906 +347	+3%	+$18.7K	0.01%	152
2025 Q4	$653K	Sell	12,559 -1,464	-10%	-$75.1K	0.01%	160
2025 Q3	$755K	Buy	14,023 +1,529	+12%	+$92.6K	0.01%	143
2025 Q2	$754K	Buy	12,494 +1,530	+14%	+$81.8K	0.01%	139
2025 Q1	$530K	Sell	10,964 -4,648	-30%	-$241K	0.01%	149
2024 Q4	$795K	Sell	15,612 -5,411	-26%	-$255K	0.01%	156
2024 Q3	$933K	Buy	21,023 +10,070	+92%	+$482K	0.01%	128
2024 Q2	$536K	Sell	10,953 -1,307	-11%	-$72.6K	0.01%	148
2024 Q1	$702K	Buy	12,260 +616	+5%	+$28.2K	0.01%	125
2023 Q4	$471K	Buy	+11,644	New	+$394K	0.01%	166

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

Cullen Capital Management's CNM Position: Q2 2026 in Review

Cullen Capital Management increased its Core & Main (CNM) stake by 3.3% in Q2 2026, buying an estimated $21K and bringing the position to 13,330 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #152.

Cullen Capital Management first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q3 2024. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Cullen Capital Management held 13,330 shares of Core & Main worth $643K as of Q2 2026.
Cullen Capital Management bought 424 Core & Main shares in Q2 2026, an estimated $21K.
Core & Main made up 0.01% of Cullen Capital Management's portfolio in Q2 2026, its #152 holding.
Cullen Capital Management first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
Cullen Capital Management's Core & Main position peaked at $933K in Q3 2024.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.