Diversified Management’s Core & Main CNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.18M Buy
+28,367
New +$1.25M 0.21% 99
2026
Q2
– Sell
-32,230
Closed -$1.59M – 195
2026
Q1
$1.59M Buy
32,230
+28,367
+734% +$1.53M 0.27% 88
2025
Q4
$201K Buy
+3,863
New +$198K 0.05% 177

Other funds holding CNM

Diversified Management's CNM Position: Q3 2026 in Review

Diversified Management opened a new position in Core & Main (CNM) in Q3 2026: 28,367 shares worth $1.18M. The stake represents 0.21% of the portfolio and ranks #99 among its holdings. This is a return to the name: Diversified Management previously reported a position in CNM as recently as Q1 2026.

Diversified Management first reported a position in CNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q1 2026. 11 funds tracked by Wall St. Rank hold CNM as of Q3 2026.

  • Diversified Management held 28,367 shares of Core & Main worth $1.18M as of Q3 2026.
  • Core & Main was a new Diversified Management position in Q3 2026.
  • Core & Main made up 0.21% of Diversified Management's portfolio in Q3 2026, its #99 holding.
  • Diversified Management first reported a position in Core & Main in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Core & Main position peaked at $1.59M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Core & Main as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.