Wedge Capital Management’s Core & Main CNM Stock Holding History

Wedge Capital Management’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	$12.9M	Buy	268,079 +53,922	+25%	+$2.67M	0.21%	131
2026 Q1	$10.6M	Buy	214,157 +1,983	+0.9%	+$107K	0.2%	145
2025 Q4	$11M	Sell	212,174 -13,874	-6%	-$712K	0.2%	127
2025 Q3	$12.2M	Buy	226,048 +42,758	+23%	+$2.59M	0.21%	131
2025 Q2	$11.1M	Sell	183,290 -18,591	-9%	-$994K	0.2%	134
2025 Q1	$9.75M	Sell	201,881 -11,390	-5%	-$590K	0.19%	143
2024 Q4	$10.9M	Sell	213,271 -88,983	-29%	-$4.19M	0.2%	141
2024 Q3	$13.4M	Buy	+302,254	New	+$14.5M	0.23%	120

Other funds holding CNM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wedge Capital Management's CNM Position: Q2 2026 in Review

Wedge Capital Management increased its Core & Main (CNM) stake by 25% in Q2 2026, buying an estimated $2.67M and bringing the position to 268,079 shares worth $12.9M. The position accounts for 0.21% of the portfolio, ranked #131.

Wedge Capital Management first reported a position in CNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q3 2024. 72 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Wedge Capital Management held 268,079 shares of Core & Main worth $12.9M as of Q2 2026.
Wedge Capital Management bought 53,922 Core & Main shares in Q2 2026, an estimated $2.67M.
Core & Main made up 0.21% of Wedge Capital Management's portfolio in Q2 2026, its #131 holding.
Wedge Capital Management first reported a position in Core & Main in Q3 2024 and has held it in 8 quarters since.
Wedge Capital Management's Core & Main position peaked at $13.4M in Q3 2024.
72 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.