HRCM
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Hood River Capital Management’s Core & Main CNM Stock Holding History

Hood River Capital Management’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
Q1 		– Sell
-1,330,800
Closed -$69.2M – 172
2025
Q4 		$69.2M Buy
+1,330,800
New +$68.3M 0.76% 48
2024
Q2 		– Sell
-327,542
Closed -$18.8M – 148
2024
Q1 		$18.8M Sell
327,542
-423,085
-56% -$19.4M 0.42% 75
2023
Q4 		$30.3M Buy
+750,627
New +$25.4M 0.83% 48

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hood River Capital Management's CNM Position: Q1 2026 in Review

Hood River Capital Management sold out of Core & Main (CNM) in Q1 2026, closing a stake of 1,330,800 shares — an estimated $69.2M sold.

Hood River Capital Management first reported a position in CNM in Q4 2023 and held it in 3 quarters. The position peaked at $69.2M in Q4 2025. 475 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • Hood River Capital Management reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
  • Hood River Capital Management sold 1,330,800 Core & Main shares in Q1 2026, an estimated $69.2M.
  • Hood River Capital Management first reported a position in Core & Main in Q4 2023 and held it in 3 quarters.
  • Hood River Capital Management's Core & Main position peaked at $69.2M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.