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Samlyn Capital’s Core & Main CNM Stock Holding History

Samlyn Capital’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 		$61.9M Sell
1,282,668
-489,014
-28% -$24.2M 1.01% 30
2026
Q1 		$87.5M Sell
1,771,682
-1,069,993
-38% -$57.6M 1.49% 20
2025
Q4 		$148M Buy
2,841,675
+180,864
+7% +$9.28M 2.35% 9
2025
Q3 		$143M Buy
2,660,811
+147,166
+6% +$8.91M 1.97% 14
2025
Q2 		$152M Sell
2,513,645
-11,282
-0.4% -$603K 2.08% 11
2025
Q1 		$122M Sell
2,524,927
-54,399
-2% -$2.82M 1.81% 16
2024
Q4 		$131M Sell
2,579,326
-731,183
-22% -$34.4M 1.98% 13
2024
Q3 		$147M Buy
3,310,509
+225,615
+7% +$10.8M 2.22% 10
2024
Q2 		$151M Sell
3,084,894
-345,656
-10% -$19.2M 2.51% 8
2024
Q1 		$196M Sell
3,430,550
-585,205
-15% -$26.8M 3.29% 5
2023
Q4 		$162M Sell
4,015,755
-194,884
-5% -$6.6M 3.23% 7
2023
Q3 		$121M Buy
4,210,639
+331,162
+9% +$10.2M 1.99% 15
2023
Q2 		$122M Buy
+3,879,477
New +$104M 2.06% 10

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

Samlyn Capital's CNM Position: Q2 2026 in Review

Samlyn Capital reduced its Core & Main (CNM) stake by 28% in Q2 2026, selling an estimated $24.2M and leaving 1,282,668 shares worth $61.9M. The position accounts for 1.01% of the portfolio, ranked #30.

Samlyn Capital first reported a position in CNM in Q2 2023 and has held it in 13 quarters since. The position peaked at $196M in Q1 2024. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Samlyn Capital held 1,282,668 shares of Core & Main worth $61.9M as of Q2 2026.
  • Samlyn Capital sold 489,014 Core & Main shares in Q2 2026, an estimated $24.2M.
  • Core & Main made up 1.01% of Samlyn Capital's portfolio in Q2 2026, its #30 holding.
  • Samlyn Capital first reported a position in Core & Main in Q2 2023 and has held it in 13 quarters since.
  • Samlyn Capital's Core & Main position peaked at $196M in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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