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Medina Value Partners’s Core & Main CNM Stock Holding History

Medina Value 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
Q2 		$12.2M Buy
+253,259
New +$12.5M 2.39% 20

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

Medina Value Partners's CNM Position: Q2 2026 in Review

Medina Value Partners opened a new position in Core & Main (CNM) in Q2 2026: 253,259 shares worth $12.2M. The stake represents 2.39% of the portfolio and ranks #20 among its holdings.

453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Medina Value Partners held 253,259 shares of Core & Main worth $12.2M as of Q2 2026.
  • Core & Main was a new Medina Value Partners position in Q2 2026.
  • Core & Main made up 2.39% of Medina Value Partners's portfolio in Q2 2026, its #20 holding.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Medina Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.