HPCM
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Hunter Perkins Capital Management’s Core & Main CNM Stock Holding History

Hunter Perkins 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
Q2 		$617K Buy
12,790
+5,951
+87% +$294K 0.14% 103
2026
Q1 		$338K Buy
6,839
+54
+0.8% +$2.91K 0.08% 112
2025
Q4 		$353K Hold
6,785
– – 0.08% 110
2025
Q3 		$365K Sell
6,785
-1,810
-21% -$110K 0.08% 109
2025
Q2 		$519K Sell
8,595
-1,790
-17% -$95.7K 0.12% 95
2025
Q1 		$502K Hold
10,385
– – 0.12% 91
2024
Q4 		$529K Sell
10,385
-1,240
-11% -$58.4K 0.11% 90
2024
Q3 		$516K Sell
11,625
-2,830
-20% -$136K 0.1% 92
2024
Q2 		$707K Sell
14,455
-1,570
-10% -$87.2K 0.15% 82
2024
Q1 		$917K Buy
16,025
+2,325
+17% +$106K 0.19% 68
2023
Q4 		$554K Buy
+13,700
New +$464K 0.12% 73

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

Hunter Perkins Capital Management's CNM Position: Q2 2026 in Review

Hunter Perkins Capital Management increased its Core & Main (CNM) stake by 87% in Q2 2026, buying an estimated $294K and bringing the position to 12,790 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #103.

Hunter Perkins Capital Management first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $917K in Q1 2024. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Hunter Perkins Capital Management held 12,790 shares of Core & Main worth $617K as of Q2 2026.
  • Hunter Perkins Capital Management bought 5,951 Core & Main shares in Q2 2026, an estimated $294K.
  • Core & Main made up 0.14% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #103 holding.
  • Hunter Perkins Capital Management first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
  • Hunter Perkins Capital Management's Core & Main position peaked at $917K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.