Hill City Capital’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
$46.7M Hold
774,200
2.31% 11
2025
Q1
$37.4M Hold
774,200
2.78% 10
2024
Q4
$39.4M Hold
774,200
2.52% 11
2024
Q3
$34.4M Hold
774,200
2.27% 15
2024
Q2
$37.9M Buy
774,200
+176,800
+30% +$8.65M 2.72% 12
2024
Q1
$34.2M Buy
597,400
+2,400
+0.4% +$137K 2.52% 11
2023
Q4
$24M Hold
595,000
2.12% 12
2023
Q3
$17.2M Buy
595,000
+295,000
+98% +$8.51M 2.3% 14
2023
Q2
$9.4M Buy
+300,000
New +$9.4M 1.44% 17