CNM fund manager activity
Core & Main, Inc · NYSE. Reported by 6 tracked fund managers in their 13F filings, Q1 2023 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Dan Sundheim - D1 Capital Partners | Trimmed | 2,647,789 | $137,605,594 | 1.29% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 6,720 | $349,238 | 0.00% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Dan Sundheim - D1 Capital Partners | Trimmed | 5,176,680 | $278,660,684 | 3.20% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 21,351 | $1,149,324 | 0.01% | Nov 14, 2025 |
| Polen Capital Management | Sold out | — | — | 0.00% | Nov 12, 2025 |