Forest Avenue 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 | $90.7M | Buy |
1,503,002
+130,468
| +10% | +$7.87M | 7.08% | 5 |
|
|
2025
Q1 | $66.3M | Buy |
1,372,534
+132,423
| +11% | +$6.4M | 9.06% | 4 |
|
|
2024
Q4 | $63.1M | Buy |
1,240,111
+117,860
| +11% | +$6M | 5.77% | 7 |
|
|
2024
Q3 | $49.8M | Buy |
1,122,251
+174,082
| +18% | +$7.73M | 6.05% | 4 |
|
|
2024
Q2 | $46.4M | Buy |
948,169
+325,269
| +52% | +$15.9M | 6.42% | 3 |
|
|
2024
Q1 | $35.7M | Buy |
622,900
+299,100
| +92% | +$17.1M | 8.76% | 1 |
|
|
2023
Q4 | $13.1M | Buy |
+323,800
| New | +$13.1M | 4.43% | 13 |
|