Wishbone Management’s Core & Main CNM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	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%	+$7.89M	3%	7
2022 Q4	$2.09M	Buy	+108,413	New	+$2.09M	0.65%	9