Thematics Asset Management’s Core & Main CNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22M Sell
2025
Q1
$18.8M Sell
2024
Q4
$23.4M Sell
2024
Q3
$21.5M Buy
2024
Q2
$20.5M Hold
2024
Q1
$24M Sell
2023
Q4
$22.8M Sell
2023
Q3
$16.7M Sell
2023
Q2
$18.6M Buy
2023
Q1
$13.2M Buy
2022
Q4
$8.88M Buy