Select Equity Group’s Core & Main CNM Stock Holding History

Select Equity Group’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 Q1	$358M	Sell	7,254,207 -524,169	-7%	-$28.2M	1.83%	19
2025 Q4	$404M	Sell	7,778,376 -1,913,020	-20%	-$98.1M	1.74%	19
2025 Q3	$522M	Sell	9,691,396 -1,774,298	-15%	-$107M	2.15%	18
2025 Q2	$692M	Sell	11,465,694 -1,416,225	-11%	-$75.7M	2.9%	7
2025 Q1	$622M	Sell	12,881,919 -300,860	-2%	-$15.6M	2.69%	8
2024 Q4	$671M	Sell	13,182,779 -3,192,243	-19%	-$150M	2.67%	11
2024 Q3	$727M	Buy	16,375,022 +948,245	+6%	+$45.4M	2.61%	12
2024 Q2	$755M	Buy	15,426,777 +39,475	+0.3%	+$2.19M	2.97%	10
2024 Q1	$881M	Buy	15,387,302 +6,227,696	+68%	+$285M	3.12%	9
2023 Q4	$370M	Buy	9,159,606 +4,501,687	+97%	+$152M	1.32%	23
2023 Q3	$134M	Sell	4,657,919 -159,841	-3%	-$4.93M	0.55%	45
2023 Q2	$151M	Sell	4,817,760 -1,069,877	-18%	-$28.6M	0.56%	46
2023 Q1	$136M	Sell	5,887,637 -3,432,829	-37%	-$75.6M	0.48%	49
2022 Q4	$180M	Sell	9,320,466 -2,058,970	-18%	-$43.9M	0.68%	41
2022 Q3	$259M	Buy	11,379,436 +211,146	+2%	+$4.93M	0.9%	35
2022 Q2	$249M	Sell	11,168,290 -470,793	-4%	-$10.9M	0.8%	38
2022 Q1	$282M	Buy	11,639,083 +3,018,351	+35%	+$71M	0.91%	34
2021 Q4	$262M	Buy	8,620,732 +417,099	+5%	+$11.4M	0.71%	44
2021 Q3	$215M	Buy	+8,203,633	New	+$218M	0.72%	44

Other funds holding CNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group's CNM Position: Q1 2026 in Review

Select Equity Group reduced its Core & Main (CNM) stake by 6.7% in Q1 2026, selling an estimated $28.2M and leaving 7,254,207 shares worth $358M. The position accounts for 1.83% of the portfolio, ranked #19.

Select Equity Group first reported a position in CNM in Q3 2021 and has held it in 19 quarters since. The position peaked at $881M in Q1 2024. 471 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Select Equity Group held 7,254,207 shares of Core & Main worth $358M as of Q1 2026.
Select Equity Group sold 524,169 Core & Main shares in Q1 2026, an estimated $28.2M.
Core & Main made up 1.83% of Select Equity Group's portfolio in Q1 2026, its #19 holding.
Select Equity Group first reported a position in Core & Main in Q3 2021 and has held it in 19 quarters since.
Select Equity Group's Core & Main position peaked at $881M in Q1 2024.
471 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.