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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$64.6M	Buy	1,071,238 +689,228	+180%	+$41.6M	3.08%	9
2025 Q1	$18.5M	Sell	382,010 -53,726	-12%	-$2.6M	1.02%	16
2024 Q4	$22.2M	Sell	435,736 -255,771	-37%	-$13M	1.16%	22
2024 Q3	$30.7M	Sell	691,507 -134,957	-16%	-$5.99M	1.88%	20
2024 Q2	$40.4M	Buy	+826,464	New	+$40.4M	2.69%	15