Fiduciary Management Inc’s Core & Main CNM Stock Holding History

Fiduciary Management Inc’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	$111M	Sell	2,308,589 -173,921	-7%	-$8.6M	1.58%	35
2026 Q1	$123M	Sell	2,482,510 -130,434	-5%	-$7.02M	1.52%	34
2025 Q4	$136M	Sell	2,612,944 -108,880	-4%	-$5.58M	1.49%	37
2025 Q3	$147M	Buy	2,721,824 +410,132	+18%	+$24.8M	1.48%	38
2025 Q2	$140M	Sell	2,311,692 -530,042	-19%	-$28.4M	1.34%	37
2025 Q1	$137M	Buy	2,841,734 +8,052	+0.3%	+$417K	1.33%	38
2024 Q4	$144M	Sell	2,833,682 -8,221	-0.3%	-$387K	1.35%	34
2024 Q3	$126M	Buy	2,841,903 +501,254	+21%	+$24M	1.11%	45
2024 Q2	$115M	Buy	2,340,649 +5,304	+0.2%	+$295K	1.07%	44
2024 Q1	$134M	Buy	2,335,345 +33,187	+1%	+$1.52M	1.19%	41
2023 Q4	$93M	Buy	2,302,158 +236,488	+11%	+$8M	0.87%	52
2023 Q3	$59.6M	Buy	+2,065,670	New	+$63.8M	0.61%	58

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

Fiduciary Management Inc's CNM Position: Q2 2026 in Review

Fiduciary Management Inc reduced its Core & Main (CNM) stake by 7% in Q2 2026, selling an estimated $8.6M and leaving 2,308,589 shares worth $111M. The position accounts for 1.58% of the portfolio, ranked #35.

Fiduciary Management Inc first reported a position in CNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $147M in Q3 2025. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Fiduciary Management Inc held 2,308,589 shares of Core & Main worth $111M as of Q2 2026.
Fiduciary Management Inc sold 173,921 Core & Main shares in Q2 2026, an estimated $8.6M.
Core & Main made up 1.58% of Fiduciary Management Inc's portfolio in Q2 2026, its #35 holding.
Fiduciary Management Inc first reported a position in Core & Main in Q3 2023 and has held it in 12 quarters since.
Fiduciary Management Inc's Core & Main position peaked at $147M in Q3 2025.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.