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

Yousif 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	$2.62M	Sell	54,244 -3,161	-6%	-$156K	0.03%	560
2026 Q1	$2.84M	Sell	57,405 -3,514	-6%	-$189K	0.03%	505
2025 Q4	$3.46M	Sell	60,919 -725	-1%	-$37.2K	0.04%	444
2025 Q3	$3.32M	Sell	61,644 -3,952	-6%	-$239K	0.04%	472
2025 Q2	$3.96M	Sell	65,596 -1,545	-2%	-$82.6K	0.04%	402
2025 Q1	$3.24M	Sell	67,141 -1,134	-2%	-$58.8K	0.04%	464
2024 Q4	$3.48M	Sell	68,275 -2,870	-4%	-$135K	0.04%	443
2024 Q3	$3.16M	Sell	71,145 -788	-1%	-$37.7K	0.03%	516
2024 Q2	$3.52M	Sell	71,933 -6,314	-8%	-$351K	0.04%	458
2024 Q1	$4.48M	Buy	78,247 +20,184	+35%	+$924K	0.05%	389
2023 Q4	$2.35M	Buy	+58,063	New	+$1.97M	0.03%	710

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

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

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Yousif Capital Management reduced its Core & Main (CNM) stake by 5.5% in Q2 2026, selling an estimated $156K and leaving 54,244 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #560.

Yousif Capital Management first reported a position in CNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.48M in Q1 2024. 57 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

Yousif Capital Management held 54,244 shares of Core & Main worth $2.62M as of Q2 2026.
Yousif Capital Management sold 3,161 Core & Main shares in Q2 2026, an estimated $156K.
Core & Main made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #560 holding.
Yousif Capital Management first reported a position in Core & Main in Q4 2023 and has held it in 11 quarters since.
Yousif Capital Management's Core & Main position peaked at $4.48M in Q1 2024.
57 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.