Richard Pzena's MSM Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 373,664 shares of MSC Industrial Direct Co., Inc. (MSM) worth $44.45 M, representing 0.13% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in MSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 410,056 shares. Largest reduction occurred in Q2 2020, reducing 119,709 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's MSC Industrial Direct Co (MSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly MSC Industrial Direct Co (MSM) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -70,946 | Reduce 15.96% | 373,664 | $118.95 |
| Q1 2026 | -56 | Reduce 0.01% | 444,610 | $92.27 |
| Q3 2025 | -17,265 | Reduce 3.74% | 444,666 | $92.14 |
| Q3 2024 | +30 | Add 0.01% | 461,931 | $86.06 |
| Q1 2024 | -65 | Reduce 0.01% | 461,901 | $97.04 |
| Q2 2023 | +4,316 | Add 0.94% | 461,966 | $95.28 |
| Q1 2023 | -42 | Reduce 0.01% | 457,650 | $84.00 |
| Q2 2022 | +196,161 | Add 75.00% | 457,692 | $75.11 |
| Q3 2021 | -84 | Reduce 0.03% | 261,531 | $80.19 |
| Q4 2020 | -34,356 | Reduce 11.61% | 261,615 | $84.39 |
| Q3 2020 | -6,719 | Reduce 2.22% | 295,971 | $63.28 |
| Q2 2020 | -119,709 | Reduce 28.34% | 302,690 | $72.81 |
| Q1 2020 | +12,343 | Add 3.01% | 422,399 | $54.97 |
| Q4 2019 | +410,056 | New Buy | 410,056 | $78.47 |
| Q4 2016 | -2,730 | Sold Out | 0 | $0.00 |
| Q3 2016 | +2,730 | New Buy | 2,730 | $73.26 |
Richard Pzena's MSC Industrial Direct Co Investment FAQs
Richard Pzena first purchased MSC Industrial Direct Co., Inc. (MSM) in Q3 2016, acquiring 2,730 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held MSC Industrial Direct Co., Inc. (MSM) for 29 quarters since Q3 2016.
Richard Pzena's largest addition to MSC Industrial Direct Co., Inc. (MSM) was in Q4 2019, adding 410,056 shares worth $32.18 M.
According to the latest 13F filing for Q2 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 373,664 shares of MSC Industrial Direct Co., Inc. (MSM), valued at approximately $44.45 M.
As of the Q2 2026 filing, MSC Industrial Direct Co., Inc. (MSM) represents approximately 0.13% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in MSC Industrial Direct Co., Inc. (MSM) was 461,966 shares, as reported at the end of Q2 2023.