Lee Ainslie's MSM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 11,251 shares of MSC Industrial Direct Co., Inc. (MSM) worth $1.04 M, representing 0.01% of the portfolio. First purchased in 2016-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 14,680 shares. Largest reduction occurred in Q3 2016, reducing 42,170 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie'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 Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,251 | New Buy | 11,251 | $92.27 |
| Q3 2021 | -1,274 | Sold Out | 0 | $0.00 |
| Q2 2021 | -428 | Reduce 25.15% | 1,274 | $89.48 |
| Q1 2021 | -4,589 | Reduce 72.95% | 1,702 | $90.48 |
| Q4 2020 | -5,534 | Reduce 46.80% | 6,291 | $84.41 |
| Q3 2020 | -1,644 | Reduce 12.21% | 11,825 | $63.26 |
| Q2 2020 | -24,166 | Reduce 64.21% | 13,469 | $72.83 |
| Q1 2020 | +9,938 | Add 35.88% | 37,635 | $54.98 |
| Q4 2019 | +13,017 | Add 88.67% | 27,697 | $78.46 |
| Q3 2019 | +14,680 | New Buy | 14,680 | $72.55 |
| Q3 2016 | -42,170 | Sold Out | 0 | $0.00 |
| Q2 2016 | +42,170 | New Buy | 42,170 | $70.57 |
Lee Ainslie's MSC Industrial Direct Co Investment FAQs
Lee Ainslie first purchased MSC Industrial Direct Co., Inc. (MSM) in Q2 2016, acquiring 42,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held MSC Industrial Direct Co., Inc. (MSM) for 12 quarters since Q2 2016.
Lee Ainslie's largest addition to MSC Industrial Direct Co., Inc. (MSM) was in Q2 2016, adding 42,170 shares worth $2.98 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 11,251 shares of MSC Industrial Direct Co., Inc. (MSM), valued at approximately $1.04 M.
As of the Q1 2026 filing, MSC Industrial Direct Co., Inc. (MSM) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in MSC Industrial Direct Co., Inc. (MSM) was 42,170 shares, as reported at the end of Q2 2016.