CNM position history
The shares of Core & Main (CNM) that SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 300,000 shares, $17M, 1.2% of portfolio, New
- 2024 Q2: 300,000 shares, $15M, 0.97% of portfolio
- 2024 Q3: 1,500,000 shares, $67M, 3.3% of portfolio, Add +400.0%
- 2024 Q4: 1,500,000 shares, $76M, 2.8% of portfolio
- 2025 Q1: 2,450,000 shares, $118M, 6.1% of portfolio, Add +63.3%
- 2025 Q2: 2,450,000 shares, $148M, 5.5% of portfolio
- 2025 Q3: 2,150,000 shares, $116M, 3.0% of portfolio, Reduce −12.2%
- 2025 Q4: 2,150,000 shares, $112M, 3.2% of portfolio
- 2026 Q1: 2,150,000 shares, $106M, 3.8% of portfolio
- 2026 Q2: 2,150,000 shares, $104M, 3.1% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|