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Jeremy Grantham's Core & Main, Inc. (CNM) position

Not anymore: Jeremy Grantham fully exited CNM in Q2 2025. The position peaked at $1.9M in Q1 2024.
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Value at exit
$371K
Shares at exit
8K
Est. average buy price (i)
$49.15
Quarter-end price
$48.31

Estimated trade prices

Average price in quarters with purchases
$46.42
Average prices in quarters with sales
  • Q2 2024: $55.54 (27K shares sold)

CNM price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$10$20$40$60$8020222023202420252026New position of 33K shares · Q1 2024. Average closing price $45.79 · Price range $39.10–$58.1833KsharespurchasedSold 27K shares (79.9%) · Q2 2024. Average closing price $55.54 · Price range $47.19–$62.0327KsharessoldNew position of 4K shares · Q4 2024. Average closing price $47.11 · Price range $41.91–$55.784KsharespurchasedAdded 3K shares (76.2%) · Q1 2025. Average closing price $51.82 · Price range $46.27–$57.263Ksharespurchased
Average closing price · filing quarter
$51.82
Price range · filing quarter
$46.27 – $57.26
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q2 2025 Exited −8K −$411K −100.0% 0 Aug 13, 2025
Q1 2025 Added +3K +$172K +76.2% 8K May 14, 2025
Q4 2024 New +4K +$206K – 4K Feb 13, 2025
Q2 2024 Reduced −27K −$1.5M −79.9% 7K Aug 13, 2024
Q1 2024 New +33K +$1.5M – 33K May 14, 2024
Data through Q2 2025 · filed Aug 13, 2025
5 grouped rows from 5 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own CNM?

Not currently. Jeremy Grantham fully exited CNM in Q2 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy CNM?

Jeremy Grantham first disclosed a CNM position in Q1 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell CNM?

Yes. Jeremy Grantham reduced and then fully exited CNM by Q2 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of CNM does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited CNM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for CNM?

Jeremy Grantham's estimated average buy price for CNM is $49.15, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.