Granite Investment Partners’s Core & Main CNM Stock Holding History

Granite Investment 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
2026 Q2	$260K	Sell	5,393 -358	-6%	-$17.7K	0.01%	229
2026 Q1	$284K	Buy	5,751 +648	+13%	+$34.9K	0.02%	223
2025 Q4	$265K	Sell	5,103 -25,832	-84%	-$1.32M	0.02%	217
2025 Q3	$1.67M	Sell	30,935 -31,538	-50%	-$1.91M	0.09%	171
2025 Q2	$3.77M	Sell	62,473 -10,272	-14%	-$549K	0.18%	139
2025 Q1	$3.51M	Sell	72,745 -25,803	-26%	-$1.34M	0.18%	147
2024 Q4	$5.02M	Sell	98,548 -10,370	-10%	-$489K	0.22%	127
2024 Q3	$4.84M	Sell	108,918 -35,705	-25%	-$1.71M	0.21%	137
2024 Q2	$7.08M	Sell	144,623 -2,592	-2%	-$144K	0.29%	110
2024 Q1	$8.43M	Sell	147,215 -33,172	-18%	-$1.52M	0.32%	99
2023 Q4	$7.29M	Buy	180,387 +34,307	+23%	+$1.16M	0.28%	101
2023 Q3	$4.21M	Buy	+146,080	New	+$4.51M	0.18%	150

Other funds holding CNM

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Granite Investment Partners's CNM Position: Q2 2026 in Review

Granite Investment Partners reduced its Core & Main (CNM) stake by 6.2% in Q2 2026, selling an estimated $17.7K and leaving 5,393 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #229.

Granite Investment Partners first reported a position in CNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.43M in Q1 2024. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Granite Investment Partners held 5,393 shares of Core & Main worth $260K as of Q2 2026.
Granite Investment Partners sold 358 Core & Main shares in Q2 2026, an estimated $17.7K.
Core & Main made up 0.01% of Granite Investment Partners's portfolio in Q2 2026, its #229 holding.
Granite Investment Partners first reported a position in Core & Main in Q3 2023 and has held it in 12 quarters since.
Granite Investment Partners's Core & Main position peaked at $8.43M in Q1 2024.
454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.