Rokos 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
2024 Q1	–	Sell	-200,000	Closed	-$8.08M	–	75
2023 Q4	$8.08M	Sell	200,000 -100,000	-33%	-$4.04M	0.07%	35
2023 Q3	$8.77M	Buy	+300,000	New	+$8.77M	0.06%	47