DCM
CNM icon

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

Driehaus 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
2025
Q4 		– Sell
-259,242
Closed -$14M – 419
2025
Q3 		$14M Sell
259,242
-253,841
-49% -$15.4M 0.1% 239
2025
Q2 		$31M Buy
513,083
+30,955
+6% +$1.66M 0.25% 132
2025
Q1 		$23.3M Buy
482,128
+345,763
+254% +$17.9M 0.22% 138
2024
Q4 		$6.94M Buy
+136,365
New +$6.42M 0.06% 278
2024
Q3 		– Sell
-911,428
Closed -$44.6M – 397
2024
Q2 		$44.6M Sell
911,428
-340,531
-27% -$18.9M 0.43% 72
2024
Q1 		$71.7M Buy
1,251,959
+112,761
+10% +$5.16M 0.71% 29
2023
Q4 		$46M Sell
1,139,198
-21,320
-2% -$722K 0.55% 42
2023
Q3 		$33.5M Sell
1,160,518
-819,331
-41% -$25.3M 0.44% 64
2023
Q2 		$62M Buy
1,979,849
+1,078,045
+120% +$28.9M 0.78% 22
2023
Q1 		$20.8M Buy
901,804
+22,138
+3% +$488K 0.29% 111
2022
Q4 		$17M Sell
879,666
-802,563
-48% -$17.1M 0.25% 135
2022
Q3 		$38.3M Sell
1,682,229
-64,404
-4% -$1.5M 0.58% 46
2022
Q2 		$39M Buy
1,746,633
+78,283
+5% +$1.81M 0.63% 36
2022
Q1 		$40.4M Buy
1,668,350
+98,143
+6% +$2.31M 0.5% 57
2021
Q4 		$47.6M Buy
1,570,207
+466,814
+42% +$12.8M 0.49% 62
2021
Q3 		$28.9M Buy
+1,103,393
New +$29.4M 0.34% 87

Other funds holding CNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Driehaus Capital Management's CNM Position: Q4 2025 in Review

Driehaus Capital Management sold out of Core & Main (CNM) in Q4 2025, closing a stake of 259,242 shares — an estimated $14M sold.

Driehaus Capital Management first reported a position in CNM in Q3 2021 and held it in 16 quarters. The position peaked at $71.7M in Q1 2024. 438 funds tracked by Wall St. Rank hold CNM as of Q4 2025.

  • Driehaus Capital Management reported no remaining Core & Main position as of Q4 2025 after selling out during the quarter.
  • Driehaus Capital Management sold 259,242 Core & Main shares in Q4 2025, an estimated $14M.
  • Driehaus Capital Management first reported a position in Core & Main in Q3 2021 and held it in 16 quarters.
  • Driehaus Capital Management's Core & Main position peaked at $71.7M in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Core & Main as of Q4 2025.

Based on Driehaus Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.