Sea Cliff Partners 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	$18.7M	Sell	310,000 -41,100	-12%	-$2.48M	6.38%	9
2025 Q1	$17M	Buy	351,100 +121,100	+53%	+$5.85M	6.09%	9
2024 Q4	$11.7M	Buy	+230,000	New	+$11.7M	4.06%	13