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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$737K	Buy	+12,212	New	+$737K	0.03%	81
2025 Q1	–	Sell	-367,798	Closed	-$18.7M	–	80
2024 Q4	$18.7M	Buy	+367,798	New	+$18.7M	0.77%	34
2024 Q3	–	Sell	-150,000	Closed	-$7.34M	–	85
2024 Q2	$7.34M	Buy	+150,000	New	+$7.34M	0.37%	47