ZP
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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
Q2 		$4.83M Buy
+100,000
New +$4.94M 0.11% 96

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Zimmer Partners's CNM Position: Q2 2026 in Review

Zimmer Partners increased its Core & Main (CNM) stake by 117% in Q2 2026, buying an estimated $24.9M and bringing the position to 933,357 shares worth $45M. The position accounts for 1.04% of the portfolio, ranked #26.

Zimmer Partners first reported a position in CNM in Q1 2024 and has held it in 7 quarters since. The position peaked at $57.9M in Q3 2024. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Zimmer Partners held 933,357 shares of Core & Main worth $45M as of Q2 2026.
  • Zimmer Partners bought 503,357 Core & Main shares in Q2 2026, an estimated $24.9M.
  • Core & Main made up 1.04% of Zimmer Partners's portfolio in Q2 2026, its #26 holding.
  • Zimmer Partners first reported a position in Core & Main in Q1 2024 and has held it in 7 quarters since.
  • Zimmer Partners's Core & Main position peaked at $57.9M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.