Kensico Capital Management’s Core & Main CNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-641,300	Closed	-$36.7M	–	26
2024 Q1	$36.7M	Buy	+641,300	New	+$36.7M	1.21%	19