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Polar Capital Holdings’s Core & Main CNM Stock Holding History

Polar Capital Holdings’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 		$18M Buy
373,710
+105,647
+39% +$5.22M 0.04% 171
2026
Q1 		$13.2M Buy
268,063
+5,984
+2% +$322K 0.05% 169
2025
Q4 		$13.6M Sell
262,079
-2,060
-0.8% -$106K 0.05% 180
2025
Q3 		$14.2M Buy
264,139
+32,857
+14% +$1.99M 0.07% 179
2025
Q2 		$14M Buy
231,282
+3,104
+1% +$166K 0.07% 165
2025
Q1 		$11M Hold
228,178
– – 0.07% 190
2024
Q4 		$11.6M Buy
228,178
+43,982
+24% +$2.07M 0.07% 187
2024
Q3 		$8.18M Sell
184,196
-74,693
-29% -$3.58M 0.04% 223
2024
Q2 		$12.7M Sell
258,889
-79,209
-23% -$4.4M 0.07% 169
2024
Q1 		$19.4M Buy
338,098
+7,512
+2% +$344K 0.1% 148
2023
Q4 		$13.4M Buy
+330,586
New +$11.2M 0.08% 165

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

Polar Capital Holdings's CNM Position: Q2 2026 in Review

Polar Capital Holdings increased its Core & Main (CNM) stake by 39% in Q2 2026, buying an estimated $5.22M and bringing the position to 373,710 shares worth $18M. The position accounts for 0.04% of the portfolio, ranked #171.

Polar Capital Holdings first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4M in Q1 2024. 452 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Polar Capital Holdings held 373,710 shares of Core & Main worth $18M as of Q2 2026.
  • Polar Capital Holdings bought 105,647 Core & Main shares in Q2 2026, an estimated $5.22M.
  • Core & Main made up 0.04% of Polar Capital Holdings's portfolio in Q2 2026, its #171 holding.
  • Polar Capital Holdings first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
  • Polar Capital Holdings's Core & Main position peaked at $19.4M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.