Janus Henderson Group
CNM icon

Janus Henderson Group’s Core & Main CNM Stock Holding History

Janus Henderson Group’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 		$167M Sell
3,377,281
-1,246,446
-27% -$67.1M 0.08% 212
2025
Q4 		$240M Sell
4,623,727
-534,309
-10% -$27.4M 0.11% 172
2025
Q3 		$278M Buy
5,158,036
+317,453
+7% +$19.2M 0.13% 154
2025
Q2 		$292M Sell
4,840,583
-4,691
-0.1% -$251K 0.14% 154
2025
Q1 		$235M Sell
4,845,274
-85,622
-2% -$4.44M 0.13% 173
2024
Q4 		$251M Sell
4,930,896
-84,971
-2% -$4M 0.13% 169
2024
Q3 		$223M Sell
5,015,867
-27,862
-0.6% -$1.33M 0.11% 178
2024
Q2 		$247M Sell
5,043,729
-161,999
-3% -$9M 0.13% 154
2024
Q1 		$298M Sell
5,205,728
-913,401
-15% -$41.8M 0.16% 142
2023
Q4 		$247M Buy
6,119,129
+969,599
+19% +$32.8M 0.15% 154
2023
Q3 		$149M Sell
5,149,530
-614,754
-11% -$19M 0.1% 198
2023
Q2 		$181M Sell
5,764,284
-2,080,354
-27% -$55.7M 0.11% 182
2023
Q1 		$181M Buy
7,844,638
+31,789
+0.4% +$700K 0.12% 173
2022
Q4 		$151M Sell
7,812,849
-7,931,419
-50% -$169M 0.11% 192
2022
Q3 		$358M Buy
15,744,268
+9,087,752
+137% +$212M 0.13% 168
2022
Q2 		$148M Sell
6,656,516
-28,251
-0.4% -$654K 0.1% 201
2022
Q1 		$162M Buy
6,684,767
+1,365,400
+26% +$32.1M 0.08% 235
2021
Q4 		$161M Sell
5,319,367
-53,944
-1% -$1.48M 0.07% 268
2021
Q3 		$141M Buy
+5,373,311
New +$143M 0.06% 292

Other funds holding CNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group's CNM Position: Q1 2026 in Review

Janus Henderson Group reduced its Core & Main (CNM) stake by 27% in Q1 2026, selling an estimated $67.1M and leaving 3,377,281 shares worth $167M. The position accounts for 0.08% of the portfolio, ranked #212.

Janus Henderson Group first reported a position in CNM in Q3 2021 and has held it in 19 quarters since. The position peaked at $358M in Q3 2022. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • Janus Henderson Group held 3,377,281 shares of Core & Main worth $167M as of Q1 2026.
  • Janus Henderson Group sold 1,246,446 Core & Main shares in Q1 2026, an estimated $67.1M.
  • Core & Main made up 0.08% of Janus Henderson Group's portfolio in Q1 2026, its #212 holding.
  • Janus Henderson Group first reported a position in Core & Main in Q3 2021 and has held it in 19 quarters since.
  • Janus Henderson Group's Core & Main position peaked at $358M in Q3 2022.
  • 470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.