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Steven Cohen’s Core & Main CNM Stock Holding History

Steven Cohen’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 		$149M Buy
3,079,063
+237,815
+8% +$11.8M 0.16% 115
2026
Q1 		$140M Buy
2,841,248
+2,146,479
+309% +$116M 0.18% 108
2025
Q4 		$36.1M Buy
694,769
+134,429
+24% +$6.89M 0.04% 563
2025
Q3 		$30.2M Sell
560,340
-618,501
-52% -$37.5M 0.05% 404
2025
Q2 		$71.1M Buy
1,178,841
+15,277
+1% +$817K 0.14% 178
2025
Q1 		$56.2M Buy
1,163,564
+754,977
+185% +$39.1M 0.13% 193
2024
Q4 		$20.8M Buy
408,587
+187,471
+85% +$8.83M 0.05% 433
2024
Q3 		$9.82M Sell
221,116
-614,320
-74% -$29.4M 0.03% 649
2024
Q2 		$40.9M Sell
835,436
-264,516
-24% -$14.7M 0.11% 251
2024
Q1 		$63M Sell
1,099,952
-126,746
-10% -$5.8M 0.15% 147
2023
Q4 		$49.6M Buy
1,226,698
+528,811
+76% +$17.9M 0.12% 219
2023
Q3 		$20.1M Buy
+697,887
New +$21.5M 0.06% 403
2023
Q1 		– Sell
-164,400
Closed -$3.17M – 2273
2022
Q4 		$3.17M Buy
+164,400
New +$3.5M 0.01% 858

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

Steven Cohen's CNM Position: Q2 2026 in Review

Steven Cohen increased its Core & Main (CNM) stake by 8.4% in Q2 2026, buying an estimated $11.8M and bringing the position to 3,079,063 shares worth $149M. The position accounts for 0.16% of the portfolio, ranked #115.

Steven Cohen first reported a position in CNM in Q4 2022 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Steven Cohen held 3,079,063 shares of Core & Main worth $149M as of Q2 2026.
  • Steven Cohen bought 237,815 Core & Main shares in Q2 2026, an estimated $11.8M.
  • Core & Main made up 0.16% of Steven Cohen's portfolio in Q2 2026, its #115 holding.
  • Steven Cohen first reported a position in Core & Main in Q4 2022 and has held it in 13 quarters since.
  • 450 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.