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Goodnow Investment Group’s Core & Main CNM Stock Holding History

Goodnow Investment Group’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 		$28.1M Sell
582,813
-171,166
-23% -$8.46M 2.92% 13
2026
Q1 		$37.2M Sell
753,979
-6,860
-0.9% -$369K 4.08% 11
2025
Q4 		$39.5M Buy
760,839
+117,099
+18% +$6.01M 3.69% 10
2025
Q3 		$34.7M Buy
643,740
+83,800
+15% +$5.08M 3.32% 12
2025
Q2 		$33.8M Sell
559,940
-7,540
-1% -$403K 3.15% 12
2025
Q1 		$27.4M Buy
567,480
+28,650
+5% +$1.48M 2.96% 13
2024
Q4 		$27.4M Buy
+538,830
New +$25.4M 2.7% 13

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Goodnow Investment Group's CNM Position: Q2 2026 in Review

Goodnow Investment Group reduced its Core & Main (CNM) stake by 23% in Q2 2026, selling an estimated $8.46M and leaving 582,813 shares worth $28.1M. The position accounts for 2.92% of the portfolio, ranked #13.

Goodnow Investment Group first reported a position in CNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.5M in Q4 2025. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Goodnow Investment Group held 582,813 shares of Core & Main worth $28.1M as of Q2 2026.
  • Goodnow Investment Group sold 171,166 Core & Main shares in Q2 2026, an estimated $8.46M.
  • Core & Main made up 2.92% of Goodnow Investment Group's portfolio in Q2 2026, its #13 holding.
  • Goodnow Investment Group first reported a position in Core & Main in Q4 2024 and has held it in 7 quarters since.
  • Goodnow Investment Group's Core & Main position peaked at $39.5M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Goodnow Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.