GI
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GAMMA Investing’s Core & Main CNM Stock Holding History

GAMMA Investing’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 		$264K Buy
5,471
+677
+14% +$33.5K 0.01% 1059
2026
Q1 		$237K Buy
4,794
+82
+2% +$4.42K 0.01% 993
2025
Q4 		$245K Sell
4,712
-444
-9% -$22.8K 0.01% 894
2025
Q3 		$278K Sell
5,156
-663
-11% -$40.2K 0.02% 763
2025
Q2 		$351K Buy
5,819
+1,733
+42% +$92.7K 0.02% 608
2025
Q1 		$197K Buy
4,086
+1,867
+84% +$96.8K 0.01% 773
2024
Q4 		$113K Buy
2,219
+871
+65% +$41K 0.01% 1016
2024
Q3 		$59.9K Buy
1,348
+511
+61% +$24.5K 0.01% 1363
2024
Q2 		$41K Sell
837
-270
-24% -$15K 0.01% 1340
2024
Q1 		$63.4K Buy
1,107
+123
+13% +$5.63K 0.01% 883
2023
Q4 		$40.6K Buy
+984
New +$33.3K 0.01% 1024

Other funds holding CNM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing's CNM Position: Q2 2026 in Review

GAMMA Investing increased its Core & Main (CNM) stake by 14% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,471 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1059.

GAMMA Investing first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $351K in Q2 2025. 51 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • GAMMA Investing held 5,471 shares of Core & Main worth $264K as of Q2 2026.
  • GAMMA Investing bought 677 Core & Main shares in Q2 2026, an estimated $33.5K.
  • Core & Main made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1059 holding.
  • GAMMA Investing first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Core & Main position peaked at $351K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.