Zimmer Partners’s Core & Main CNM Stock Holding History

Zimmer Partners’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 Q1	$21.2M	Buy	430,000 +230,000	+115%	+$12.4M	0.51%	47
2025 Q4	$10.4M	Sell	200,000 -445,000	-69%	-$22.8M	0.27%	63
2025 Q3	$34.7M	Buy	+645,000	New	+$39.1M	0.75%	35
2024 Q4	–	Sell	-1,303,000	Closed	-$57.9M	–	152
2024 Q3	$57.9M	Buy	1,303,000 +1,098,000	+536%	+$52.6M	1.06%	25
2024 Q2	$10M	Sell	205,000 -220,000	-52%	-$12.2M	0.19%	78
2024 Q1	$24.3M	Buy	+425,000	New	+$19.5M	0.52%	41

Other funds holding CNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmer Partners's CNM Position: Q1 2026 in Review

Zimmer Partners increased its Core & Main (CNM) stake by 115% in Q1 2026, buying an estimated $12.4M and bringing the position to 430,000 shares worth $21.2M. The position accounts for 0.51% of the portfolio, ranked #47.

Zimmer Partners first reported a position in CNM in Q1 2024 and has held it in 6 quarters since. The position peaked at $57.9M in Q3 2024. 470 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Zimmer Partners held 430,000 shares of Core & Main worth $21.2M as of Q1 2026.
Zimmer Partners bought 230,000 Core & Main shares in Q1 2026, an estimated $12.4M.
Core & Main made up 0.51% of Zimmer Partners's portfolio in Q1 2026, its #47 holding.
Zimmer Partners first reported a position in Core & Main in Q1 2024 and has held it in 6 quarters since.
Zimmer Partners's Core & Main position peaked at $57.9M in Q3 2024.
470 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.