Jacobs Levy Equity Management’s Core & Main CNM Stock Holding History

Jacobs Levy Equity 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	$41.6M	Buy	862,156 +814,460	+1,708%	+$40.3M	0.15%	145
2026 Q1	$2.36M	Buy	+47,696	New	+$2.57M	0.01%	554
2025 Q1	–	Sell	-171,368	Closed	-$8.72M	–	1090
2024 Q4	$8.72M	Sell	171,368 -21,704	-11%	-$1.02M	0.03%	326
2024 Q3	$8.57M	Buy	193,072 +38,023	+25%	+$1.82M	0.03%	350
2024 Q2	$7.59M	Buy	155,049 +23,965	+18%	+$1.33M	0.03%	374
2024 Q1	$7.5M	Buy	131,084 +14,589	+13%	+$668K	0.03%	351
2023 Q4	$4.71M	Buy	116,495 +20,576	+21%	+$696K	0.02%	436
2023 Q3	$2.77M	Buy	+95,919	New	+$2.96M	0.02%	506

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

Jacobs Levy Equity Management's CNM Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Core & Main (CNM) stake by 1,708% in Q2 2026, buying an estimated $40.3M and bringing the position to 862,156 shares worth $41.6M. The position accounts for 0.15% of the portfolio, ranked #145.

Jacobs Levy Equity Management first reported a position in CNM in Q3 2023 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Jacobs Levy Equity Management held 862,156 shares of Core & Main worth $41.6M as of Q2 2026.
Jacobs Levy Equity Management bought 814,460 Core & Main shares in Q2 2026, an estimated $40.3M.
Core & Main made up 0.15% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #145 holding.
Jacobs Levy Equity Management first reported a position in Core & Main in Q3 2023 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.