SHIM
Spruce House Investment Management’s Core & Main CNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Hold |
2,450,000
| – | – | 5.46% | 6 |
|
|
2025
Q1 | $118M | Buy |
2,450,000
+950,000
| +63% | +$45.9M | 6.15% | 5 |
|
|
2024
Q4 | $76.4M | Hold |
1,500,000
| – | – | 2.81% | 7 |
|
|
2024
Q3 | $66.6M | Buy |
1,500,000
+1,200,000
| +400% | +$53.3M | 3.26% | 6 |
|
|
2024
Q2 | $14.7M | Hold |
300,000
| – | – | 0.97% | 8 |
|
|
2024
Q1 | $17.2M | Buy |
+300,000
| New | +$17.2M | 1.23% | 7 |
|