Polen Capital Management
CNM icon

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

Polen Capital Management’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
2025
Q3 		– Sell
-34,013
Closed -$2.05M – 244
2025
Q2 		$2.05M Sell
34,013
-90,940
-73% -$4.86M 0.01% 76
2025
Q1 		$6.04M Sell
124,953
-10,784
-8% -$559K 0.02% 50
2024
Q4 		$6.91M Sell
135,737
-11,670
-8% -$550K 0.02% 55
2024
Q3 		$6.54M Sell
147,407
-11,592
-7% -$555K 0.02% 54
2024
Q2 		$7.78M Sell
158,999
-1,015
-0.6% -$56.4K 0.02% 50
2024
Q1 		$9.16M Sell
160,014
-27,126
-14% -$1.24M 0.02% 53
2023
Q4 		$7.56M Buy
+187,140
New +$6.33M 0.02% 58

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Polen Capital Management's CNM Position: Q3 2025 in Review

Polen Capital Management sold out of Core & Main (CNM) in Q3 2025, closing a stake of 34,013 shares — an estimated $2.05M sold.

Polen Capital Management first reported a position in CNM in Q4 2023 and held it in 7 quarters. The position peaked at $9.16M in Q1 2024. 429 funds tracked by Wall St. Rank hold CNM as of Q3 2025.

  • Polen Capital Management reported no remaining Core & Main position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 34,013 Core & Main shares in Q3 2025, an estimated $2.05M.
  • Polen Capital Management first reported a position in Core & Main in Q4 2023 and held it in 7 quarters.
  • Polen Capital Management's Core & Main position peaked at $9.16M in Q1 2024.
  • 429 funds tracked by Wall St. Rank held Core & Main as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.