Munro Partners’s Core & Main CNM Stock Holding History

Munro 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
2024 Q3	–	Sell	-95,464	Closed	-$4.67M	–	65
2024 Q2	$4.67M	Buy	95,464 +3,680	+4%	+$204K	0.17%	36
2024 Q1	$5.25M	Sell	91,784 -6,090	-6%	-$279K	0.19%	36
2023 Q4	$3.96M	Buy	+97,874	New	+$3.31M	0.18%	39

Other funds holding CNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Munro Partners's CNM Position: Q3 2024 in Review

Munro Partners sold out of Core & Main (CNM) in Q3 2024, closing a stake of 95,464 shares — an estimated $4.67M sold.

Munro Partners first reported a position in CNM in Q4 2023 and held it in 3 quarters. The position peaked at $5.25M in Q1 2024. 389 funds tracked by Wall St. Rank hold CNM as of Q3 2024.

Munro Partners reported no remaining Core & Main position as of Q3 2024 after selling out during the quarter.
Munro Partners sold 95,464 Core & Main shares in Q3 2024, an estimated $4.67M.
Munro Partners first reported a position in Core & Main in Q4 2023 and held it in 3 quarters.
Munro Partners's Core & Main position peaked at $5.25M in Q1 2024.
389 funds tracked by Wall St. Rank held Core & Main as of Q3 2024.

Based on Munro Partners's 13F filing for Q3 2024, filed 21 Oct 2025.