Dendur Capital’s Core & Main CNM Stock Holding History

Dendur 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
2026 Q2	–	Sell	-100,000	Closed	-$4.94M	–	26
2026 Q1	$4.94M	Buy	+100,000	New	+$5.38M	0.36%	22

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

Dendur Capital's CNM Position: Q2 2026 in Review

Dendur Capital sold out of Core & Main (CNM) in Q2 2026, closing a stake of 898,000 shares — an estimated $44.4M sold.

Dendur Capital first reported a position in CNM in Q3 2025 and held it in 3 quarters. The position peaked at $48.3M in Q3 2025. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Dendur Capital reported no remaining Core & Main position as of Q2 2026 after selling out during the quarter.
Dendur Capital sold 898,000 Core & Main shares in Q2 2026, an estimated $44.4M.
Dendur Capital first reported a position in Core & Main in Q3 2025 and held it in 3 quarters.
Dendur Capital's Core & Main position peaked at $48.3M in Q3 2025.
454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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