Wishbone Management’s Core & Main CNM Stock Holding History

Wishbone 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
2023 Q2	–	Sell	-450,000	Closed	-$10.4M	–	8
2023 Q1	$10.4M	Buy	450,000 +341,587	+315%	+$7.52M	3%	7
2022 Q4	$2.09M	Buy	+108,413	New	+$2.31M	0.65%	9

Other funds holding CNM

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wishbone Management's CNM Position: Q2 2023 in Review

Wishbone Management sold out of Core & Main (CNM) in Q2 2023, closing a stake of 450,000 shares — an estimated $10.4M sold.

Wishbone Management first reported a position in CNM in Q4 2022 and held it in 2 quarters. The position peaked at $10.4M in Q1 2023. 222 funds tracked by Wall St. Rank hold CNM as of Q2 2023.

Wishbone Management reported no remaining Core & Main position as of Q2 2023 after selling out during the quarter.
Wishbone Management sold 450,000 Core & Main shares in Q2 2023, an estimated $10.4M.
Wishbone Management first reported a position in Core & Main in Q4 2022 and held it in 2 quarters.
Wishbone Management's Core & Main position peaked at $10.4M in Q1 2023.
222 funds tracked by Wall St. Rank held Core & Main as of Q2 2023.

Based on Wishbone Management's 13F filing for Q2 2023, filed 14 Aug 2023.