Ruffer LLP’s Core & Main CNM Stock Holding History

Ruffer LLP’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	$2.45M	Sell	50,770 -12,168	-19%	-$601K	0.09%	145
2026 Q1	$3.12M	Buy	+62,938	New	+$3.39M	0.13%	113

Other funds holding CNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Ruffer LLP's CNM Position: Q2 2026 in Review

Ruffer LLP reduced its Core & Main (CNM) stake by 19% in Q2 2026, selling an estimated $601K and leaving 50,770 shares worth $2.45M. The position accounts for 0.09% of the portfolio, ranked #145.

Ruffer LLP first reported a position in CNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.12M in Q1 2026. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Ruffer LLP held 50,770 shares of Core & Main worth $2.45M as of Q2 2026.
Ruffer LLP sold 12,168 Core & Main shares in Q2 2026, an estimated $601K.
Core & Main made up 0.09% of Ruffer LLP's portfolio in Q2 2026, its #145 holding.
Ruffer LLP first reported a position in Core & Main in Q1 2026 and has held it in 2 quarters since.
Ruffer LLP's Core & Main position peaked at $3.12M in Q1 2026.
453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.