C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Core & Main, Inc. (CNM)
← All CNM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.15 $38.51–58.26 · VW $45.52i SEC
2023   Q4 257,850 0.15 Reduce 23.74% 0.04 $27.98–40.70 · VW $34.01i $10,420,000 SEC
2023   Q3 338,123 0.15 Reduce 6.09% <0.01 $27.75–33.32 · VW $30.06i $9,755,000 SEC
2023   Q2 360,048 0.14 Reduce 63.23% 0.18 $21.75–31.46 · VW $26.88i $11,284,000 SEC
2023   Q1 979,179 0.29 Buy 0.29 $19.20–24.69 · VW $22.14i $22,619,000 SEC
Price snapshot:
Current price$44.74
52-week low$43.96
52-week high$67.18