Blackhawk Capital Partners, LLC CNM — CORE & MAIN INC

Ownership history in Blackhawk Capital Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Blackhawk Capital Partners, LLC reported CORE & MAIN INC (CNM) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 1.21% in 2025 Q1. The latest visible filing shows CNM at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blackhawk Capital Partners, LLC's position in CORE & MAIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CNM was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CNM stock page Blackhawk Capital Partners, LLC fund profile Blackhawk Capital Partners, LLC full holdings
How Blackhawk Capital Partners, LLC held CNM — position size vs. price
% of Fund (quarterly)    CNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 80.2% -0.2% ✅ 8,302 -33,659 -80.2% 0.17% $447K 2025-10-31 $52.18
2025 Q2 REDUCED 13.8% -11.1% ✅ 41,961 -6,735 -13.8% 1.17% $2.5M 2025-08-07 $64.10
2025 Q1 ADDED — — — 48,696 +3,221 +7.1% 1.21% $2.4M 2025-04-30 $52.68
2024 Q4 INITIATED — — — 45,475 — — 1.20% $2.3M 2025-02-04 $54.64

🏢 Other funds also holding CNM

As of 2026 Q1 — sorted by position size

Camrose Capital Investment Partners LLP 14.66% CDAM (UK) Ltd 3Y 7Y 13.84% Circumference Group LLC 11.07% ACK Asset Management LLC 3Y 7Y 5.55% Forest Avenue Capital Management LP 3Y 5.3% Sea Cliff Partners Management, LP 5.07% Pembroke Management, LTD 3Y 7Y 5.05% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 4.08% GFS Advisors, LLC 3Y 7Y 3.96% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.79%

FAQ About Blackhawk Capital Partners, LLC and CNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blackhawk Capital Partners, LLC reported owning CNM?

Blackhawk Capital Partners, LLC reported CNM across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CNM position in Blackhawk Capital Partners, LLC's portfolio?

The largest reported portfolio weight for CNM was 1.21% in 2025 Q1.

What is the latest reported CNM position on this page?

The most recent filing on this page is 2025 Q3, when Blackhawk Capital Partners, LLC reported 8,302 shares, equal to 0.17% of portfolio, with an estimated market value of $447K.

What does the chart on this CNM ownership page compare?

The chart compares Blackhawk Capital Partners, LLC's quarterly CNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blackhawk Capital Partners, LLC time their CNM position?

Based on 13F filing dates vs. subsequent CNM price moves, Blackhawk Capital Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CNM relative to SPY over the holding period was -21.7%.

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