Gilder Gagnon Howe & Co’s Core & Main CNM Stock Holding History

Gilder Gagnon Howe & Co’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 Q4	–	Sell	-73,294	Closed	-$3.95M	–	255
2025 Q3	$3.95M	Sell	73,294 -394	-0.5%	-$23.9K	0.04%	165
2025 Q2	$4.45M	Sell	73,688 -436	-0.6%	-$23.3K	0.05%	152
2025 Q1	$3.58M	Sell	74,124 -112,219	-60%	-$5.82M	0.05%	150
2024 Q4	$9.49M	Sell	186,343 -213,626	-53%	-$10.1M	0.1%	119
2024 Q3	$17.8M	Sell	399,969 -100,426	-20%	-$4.81M	0.21%	95
2024 Q2	$24.5M	Sell	500,395 -9,177	-2%	-$510K	0.31%	78
2024 Q1	$29.2M	Buy	509,572 +170,453	+50%	+$7.81M	0.36%	66
2023 Q4	$13.7M	Buy	+339,119	New	+$11.5M	0.19%	102
2022 Q4	–	Sell	-229,995	Closed	-$5.23M	–	249
2022 Q3	$5.23M	Buy	+229,995	New	+$5.37M	0.09%	129

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gilder Gagnon Howe & Co's CNM Position: Q4 2025 in Review

Gilder Gagnon Howe & Co sold out of Core & Main (CNM) in Q4 2025, closing a stake of 73,294 shares — an estimated $3.95M sold.

Gilder Gagnon Howe & Co first reported a position in CNM in Q3 2022 and held it in 9 quarters. The position peaked at $29.2M in Q1 2024. 439 funds tracked by Wall St. Rank hold CNM as of Q4 2025.

Gilder Gagnon Howe & Co reported no remaining Core & Main position as of Q4 2025 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 73,294 Core & Main shares in Q4 2025, an estimated $3.95M.
Gilder Gagnon Howe & Co first reported a position in Core & Main in Q3 2022 and held it in 9 quarters.
Gilder Gagnon Howe & Co's Core & Main position peaked at $29.2M in Q1 2024.
439 funds tracked by Wall St. Rank held Core & Main as of Q4 2025.

Based on Gilder Gagnon Howe & Co's 13F filing for Q4 2025, filed 17 Feb 2026.