Goodnow Investment Group’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	$33.8M	Sell	559,940 -7,540	-1%	-$455K	3.15%	12
2025 Q1	$27.4M	Buy	567,480 +28,650	+5%	+$1.38M	2.96%	13
2024 Q4	$27.4M	Buy	+538,830	New	+$27.4M	2.7%	13