JY
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Jeff Yass’s Core & Main CNM Stock Holding History

Jeff Yass’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 		$2.71M Sell
56,100
-700
-1% -$34.6K ﹤0.01% 5841
2026
Q1 		$2.81M Sell
56,800
-9,400
-14% -$506K ﹤0.01% 5406
2025
Q4 		$3.44M Sell
66,200
-195,400
-75% -$10M ﹤0.01% 4637
2025
Q3 		$14.1M Buy
261,600
+101,700
+64% +$6.16M ﹤0.01% 2580
2025
Q2 		$9.65M Buy
159,900
+56,400
+54% +$3.02M ﹤0.01% 2887
2025
Q1 		$5M Buy
103,500
+40,100
+63% +$2.08M ﹤0.01% 3652
2024
Q4 		$3.23M Buy
63,400
+15,600
+33% +$735K ﹤0.01% 4348
2024
Q3 		$2.12M Sell
47,800
-8,100
-14% -$388K ﹤0.01% 5158
2024
Q2 		$2.74M Sell
55,900
-55,000
-50% -$3.05M ﹤0.01% 4476
2024
Q1 		$6.35M Buy
+110,900
New +$5.08M ﹤0.01% 3248
2022
Q4 		– Sell
-25,500
Closed -$580K – 12550
2022
Q3 		$580K Buy
+25,500
New +$596K ﹤0.01% 8083
2022
Q2 		– Sell
-15,600
Closed -$377K – 13001
2022
Q1 		$377K Buy
15,600
+8,500
+120% +$200K ﹤0.01% 9690
2021
Q4 		$215K Buy
+7,100
New +$195K ﹤0.01% 11291

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

Jeff Yass's CNM Position: Q2 2026 in Review

Jeff Yass opened a new position in Core & Main (CNM) in Q2 2026: 86,387 shares worth $4.17M. The stake represents ﹤0.01% of the portfolio and ranks #4972 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CNM as recently as Q4 2025.

Jeff Yass first reported a position in CNM in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.5M in Q1 2025. 450 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Jeff Yass held 86,387 shares of Core & Main worth $4.17M as of Q2 2026.
  • Core & Main was a new Jeff Yass position in Q2 2026.
  • Core & Main made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4972 holding.
  • Jeff Yass first reported a position in Core & Main in Q3 2021 and has held it in 15 quarters since.
  • Jeff Yass's Core & Main position peaked at $7.5M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.