Lighthouse Investment Partners’s Core & Main CNM Stock Holding History

Lighthouse Investment Partners’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	$7.24M	Buy	+146,510	New	+$7.89M	0.25%	126
2025 Q4	–	Sell	-25,000	Closed	-$1.35M	–	917
2025 Q3	$1.35M	Buy	+25,000	New	+$1.51M	0.04%	393
2025 Q2	–	Sell	-110,000	Closed	-$5.31M	–	561
2025 Q1	$5.31M	Buy	110,000 +104,702	+1,976%	+$5.43M	0.22%	149
2024 Q4	$270K	Buy	+5,298	New	+$250K	0.01%	451
2024 Q3	–	Sell	-279,353	Closed	-$13.7M	–	451
2024 Q2	$13.7M	Sell	279,353 -213,631	-43%	-$11.9M	0.54%	34
2024 Q1	$28.2M	Buy	492,984 +242,964	+97%	+$11.1M	1.31%	8
2023 Q4	$10.1M	Buy	250,020 +119,808	+92%	+$4.05M	0.46%	43
2023 Q3	$3.76M	Buy	130,212 +118,698	+1,031%	+$3.66M	0.15%	148
2023 Q2	$361K	Buy	+11,514	New	+$308K	0.02%	246

Other funds holding CNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Investment Partners's CNM Position: Q1 2026 in Review

Lighthouse Investment Partners opened a new position in Core & Main (CNM) in Q1 2026: 146,510 shares worth $7.24M. The stake represents 0.25% of the portfolio and ranks #126 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in CNM as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in CNM in Q2 2023 and has held it in 9 quarters since. The position peaked at $28.2M in Q1 2024. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Lighthouse Investment Partners held 146,510 shares of Core & Main worth $7.24M as of Q1 2026.
Core & Main was a new Lighthouse Investment Partners position in Q1 2026.
Core & Main made up 0.25% of Lighthouse Investment Partners's portfolio in Q1 2026, its #126 holding.
Lighthouse Investment Partners first reported a position in Core & Main in Q2 2023 and has held it in 9 quarters since.
Lighthouse Investment Partners's Core & Main position peaked at $28.2M in Q1 2024.
470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.