Gallo Partners’s Core & Main CNM Stock Holding History

Gallo Partners’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 Q2	–	Sell	-61,112	Closed	-$2.95M	–	51
2025 Q1	$2.95M	Buy	+61,112	New	+$3.17M	1.96%	22

Other funds holding CNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Gallo Partners's CNM Position: Q2 2025 in Review

Gallo Partners sold out of Core & Main (CNM) in Q2 2025, closing a stake of 61,112 shares — an estimated $2.95M sold.

Gallo Partners first reported a position in CNM in Q1 2025 and held it in 1 quarter. The position peaked at $2.95M in Q1 2025. 447 funds tracked by Wall St. Rank hold CNM as of Q2 2025.

Gallo Partners reported no remaining Core & Main position as of Q2 2025 after selling out during the quarter.
Gallo Partners sold 61,112 Core & Main shares in Q2 2025, an estimated $2.95M.
Gallo Partners first reported a position in Core & Main in Q1 2025 and held it in 1 quarter.
Gallo Partners's Core & Main position peaked at $2.95M in Q1 2025.
447 funds tracked by Wall St. Rank held Core & Main as of Q2 2025.

Based on Gallo Partners's 13F filing for Q2 2025, filed 14 Aug 2025.