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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Sell
34,013
-90,940
-73% -$5.49M 0.01% 76
2025
Q1
$6.04M Sell
124,953
-10,784
-8% -$521K 0.02% 50
2024
Q4
$6.91M Sell
135,737
-11,670
-8% -$594K 0.02% 55
2024
Q3
$6.54M Sell
147,407
-11,592
-7% -$515K 0.02% 54
2024
Q2
$7.78M Sell
158,999
-1,015
-0.6% -$49.7K 0.02% 50
2024
Q1
$9.16M Sell
160,014
-27,126
-14% -$1.55M 0.02% 53
2023
Q4
$7.56M Buy
+187,140
New +$7.56M 0.02% 58