PCM
CNM icon

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

Polymer 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
2026
Q2 		$602K Buy
+12,483
New +$617K 0.08% 299
2026
Q1 		– Sell
-19,400
Closed -$1.01M – 854
2025
Q4 		$1.01M Sell
19,400
-19,689
-50% -$1.01M 0.11% 279
2025
Q3 		$2.1M Buy
+39,089
New +$2.37M 0.22% 100

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

Polymer Capital Management's CNM Position: Q2 2026 in Review

Polymer Capital Management opened a new position in Core & Main (CNM) in Q2 2026: 12,483 shares worth $602K. The stake represents 0.08% of the portfolio and ranks #299 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in CNM as recently as Q4 2025.

Polymer Capital Management first reported a position in CNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q3 2025. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Polymer Capital Management held 12,483 shares of Core & Main worth $602K as of Q2 2026.
  • Core & Main was a new Polymer Capital Management position in Q2 2026.
  • Core & Main made up 0.08% of Polymer Capital Management's portfolio in Q2 2026, its #299 holding.
  • Polymer Capital Management first reported a position in Core & Main in Q3 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Core & Main position peaked at $2.1M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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