Joel Greenblatt's CNM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 269,501 shares of Core & Main, Inc. (CNM) worth $13 M, representing 0.03% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 231,727 shares. Largest reduction occurred in Q3 2025, reducing 49,814 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Core & Main (CNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Core & Main (CNM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +231,727 | Add 613.46% | 269,501 | $48.25 |
| Q1 2026 | +31,054 | Add 462.11% | 37,774 | $49.40 |
| Q4 2025 | -14,631 | Reduce 68.53% | 6,720 | $51.97 |
| Q3 2025 | -49,814 | Reduce 70.00% | 21,351 | $53.83 |
| Q2 2025 | +52,799 | Add 287.48% | 71,165 | $60.35 |
| Q1 2025 | +13,264 | Add 259.98% | 18,366 | $48.31 |
| Q4 2024 | -9,803 | Reduce 65.77% | 5,102 | $50.91 |
| Q3 2024 | -20,026 | Reduce 57.33% | 14,905 | $44.40 |
| Q2 2024 | -5,159 | Reduce 12.87% | 34,931 | $48.94 |
| Q1 2024 | -37,241 | Reduce 48.16% | 40,090 | $57.25 |
| Q4 2023 | +14,841 | Add 23.75% | 77,331 | $40.41 |
| Q3 2023 | +45,578 | Add 269.50% | 62,490 | $28.85 |
| Q2 2023 | +16,912 | New Buy | 16,912 | $31.34 |
Joel Greenblatt's Core & Main Investment FAQs
Joel Greenblatt first purchased Core & Main, Inc. (CNM) in Q2 2023, acquiring 16,912 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Core & Main, Inc. (CNM) for 13 quarters since Q2 2023.
Joel Greenblatt's largest addition to Core & Main, Inc. (CNM) was in Q2 2026, adding 269,501 shares worth $13 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 269,501 shares of Core & Main, Inc. (CNM), valued at approximately $13 M.
As of the Q2 2026 filing, Core & Main, Inc. (CNM) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Core & Main, Inc. (CNM) was 269,501 shares, as reported at the end of Q2 2026.