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John Overdeck’s Core & Main CNM Stock Holding History

John Overdeck’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 		$1.64M Buy
+34,000
New +$1.68M ﹤0.01% 3174
2024
Q3 		– Sell
-93,764
Closed -$4.59M – 3140
2024
Q2 		$4.59M Sell
93,764
-857,314
-90% -$47.6M 0.01% 1045
2024
Q1 		$54.4M Sell
951,078
-1,273,101
-57% -$58.3M 0.13% 197
2023
Q4 		$89.9M Buy
2,224,179
+372,239
+20% +$12.6M 0.21% 126
2023
Q3 		$53.4M Buy
1,851,940
+750,813
+68% +$23.2M 0.14% 191
2023
Q2 		$34.5M Buy
1,101,127
+1,085,627
+7,004% +$29.1M 0.09% 284
2023
Q1 		$358K Buy
+15,500
New +$341K ﹤0.01% 2348
2021
Q4 		– Sell
-39,816
Closed -$1.04M – 4358
2021
Q3 		$1.04M Buy
+39,816
New +$1.06M ﹤0.01% 2580

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

John Overdeck's CNM Position: Q2 2026 in Review

John Overdeck opened a new position in Core & Main (CNM) in Q2 2026: 34,000 shares worth $1.64M. The stake represents ﹤0.01% of the portfolio and ranks #3174 among its holdings. This is a return to the name: John Overdeck previously reported a position in CNM as recently as Q2 2024.

John Overdeck first reported a position in CNM in Q3 2021 and has held it in 8 quarters since. The position peaked at $89.9M in Q4 2023. 450 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • John Overdeck held 34,000 shares of Core & Main worth $1.64M as of Q2 2026.
  • Core & Main was a new John Overdeck position in Q2 2026.
  • Core & Main made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3174 holding.
  • John Overdeck first reported a position in Core & Main in Q3 2021 and has held it in 8 quarters since.
  • John Overdeck's Core & Main position peaked at $89.9M in Q4 2023.
  • 450 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.