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Joel Greenblatt’s MSM Holdings & Trades

First Buy
Q2 2013
Duration Held
47 Quarters
Largest Add
Q4 2015
+502,487 Shares
Current Position
241,967 Shares
$22.33 M Value

Joel Greenblatt's MSM Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 241,967 shares of MSC Industrial Direct Co., Inc. (MSM) worth $22.33 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 502,487 shares. Largest reduction occurred in Q1 2016, reducing 594,021 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt'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 Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -11,234 Reduce 4.44% 241,967 $92.27
Q4 2025 +69,506 Add 37.84% 253,201 $84.10
Q3 2025 +52,725 Add 40.26% 183,695 $92.14
Q2 2025 -98,744 Reduce 42.99% 130,970 $85.02
Q1 2025 -21,996 Reduce 8.74% 229,714 $77.67
Q4 2024 +42,268 Add 20.18% 251,710 $74.69
Q3 2024 +112,535 Add 116.13% 209,442 $86.06
Q2 2024 -15,788 Reduce 14.01% 96,907 $79.31
Q1 2024 +22,075 Add 24.36% 112,695 $97.04
Q4 2023 +2,911 Add 3.32% 90,620 $101.26
Q3 2023 +9,687 Add 12.42% 87,709 $98.15
Q2 2023 +41,923 Add 116.13% 78,022 $95.28
Q1 2023 +11,061 Add 44.18% 36,099 $84.00
Q4 2022 -1,772 Reduce 6.61% 25,038 $81.70
Q3 2022 +11,342 Add 73.33% 26,810 $72.81
Q2 2022 +3,963 Add 34.45% 15,468 $75.12
Q1 2022 +4,716 Add 69.47% 11,505 $85.18
Q4 2021 +3,914 Add 136.14% 6,789 $84.11
Q3 2021 +2,875 New Buy 2,875 $80.35
Q2 2021 -6,693 Sold Out 0 $0.00
Q1 2021 +3,803 Add 131.59% 6,693 $90.24
Q4 2020 +2,890 New Buy 2,890 $84.43
Q2 2020 -6,327 Sold Out 0 $0.00
Q1 2020 +3,167 Add 100.22% 6,327 $55.00
Q4 2019 +3,160 New Buy 3,160 $78.48
Q1 2019 -5,699 Sold Out 0 $0.00
Q4 2018 -75,516 Reduce 92.98% 5,699 $76.86
Q3 2018 +56,148 Add 223.99% 81,215 $88.11
Q2 2018 +14,897 Add 146.48% 25,067 $84.85
Q1 2018 +10,170 New Buy 10,170 $91.74
Q4 2017 -20,433 Sold Out 0 $0.00
Q3 2017 +17,815 Add 680.48% 20,433 $75.56
Q2 2017 -439 Reduce 14.36% 2,618 $85.94
Q1 2017 -2,400 Reduce 43.98% 3,057 $102.72
Q4 2016 -121,385 Reduce 95.70% 5,457 $92.36
Q3 2016 +64,118 Add 102.22% 126,842 $73.41
Q2 2016 +46,281 Add 281.46% 62,724 $70.56
Q1 2016 -594,021 Reduce 97.31% 16,443 $76.32
Q4 2015 +502,487 Add 465.36% 610,464 $56.27
Q3 2015 +107,977 New Buy 107,977 $61.03
Q1 2015 -5,824 Sold Out 0 $0.00
Q4 2014 -40,285 Reduce 87.37% 5,824 $81.22
Q3 2014 +46,109 New Buy 46,109 $85.45
Q1 2014 -9,421 Sold Out 0 $0.00
Q4 2013 -408 Reduce 4.15% 9,421 $80.88
Q3 2013 -23,023 Reduce 70.08% 9,829 $81.39
Q2 2013 +32,852 Add 0.00% 32,852 $77.47

Joel Greenblatt's MSC Industrial Direct Co Investment FAQs

Joel Greenblatt first purchased MSC Industrial Direct Co., Inc. (MSM) in Q2 2013, acquiring 32,852 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 MSC Industrial Direct Co., Inc. (MSM) for 47 quarters since Q2 2013.

Joel Greenblatt's largest addition to MSC Industrial Direct Co., Inc. (MSM) was in Q4 2015, adding 610,464 shares worth $34.35 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 241,967 shares of MSC Industrial Direct Co., Inc. (MSM), valued at approximately $22.33 M.

As of the Q1 2026 filing, MSC Industrial Direct Co., Inc. (MSM) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in MSC Industrial Direct Co., Inc. (MSM) was 610,464 shares, as reported at the end of Q4 2015.