Islet Management’s Core & Main CNM Stock Holding History

Islet 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
2022 Q2	–	Sell	-50,000	Closed	-$1.21M	–	128
2022 Q1	$1.21M	Buy	+50,000	New	+$1.18M	0.05%	104

Other funds holding CNM

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Islet Management's CNM Position: Q2 2022 in Review

Islet Management sold out of Core & Main (CNM) in Q2 2022, closing a stake of 50,000 shares — an estimated $1.21M sold.

Islet Management first reported a position in CNM in Q1 2022 and held it in 1 quarter. The position peaked at $1.21M in Q1 2022. 135 funds tracked by Wall St. Rank hold CNM as of Q2 2022.

Islet Management reported no remaining Core & Main position as of Q2 2022 after selling out during the quarter.
Islet Management sold 50,000 Core & Main shares in Q2 2022, an estimated $1.21M.
Islet Management first reported a position in Core & Main in Q1 2022 and held it in 1 quarter.
Islet Management's Core & Main position peaked at $1.21M in Q1 2022.
135 funds tracked by Wall St. Rank held Core & Main as of Q2 2022.

Based on Islet Management's 13F filing for Q2 2022, filed 15 Aug 2022.