Steven Cohen's MSM Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 531,418 shares of MSC Industrial Direct Co., Inc. (MSM) worth $49.03 M, representing 0.06% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in MSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 490,050 shares. Largest reduction occurred in Q1 2018, reducing 352,356 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen'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 Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +490,050 | Add 1184.61% | 531,418 | $92.27 |
| Q4 2025 | +26,586 | Add 179.85% | 41,368 | $84.10 |
| Q3 2025 | +14,782 | New Buy | 14,782 | $92.14 |
| Q3 2023 | -289 | Sold Out | 0 | $0.00 |
| Q2 2023 | -6,711 | Reduce 95.87% | 289 | $95.28 |
| Q1 2023 | -249,400 | Reduce 97.27% | 7,000 | $84.00 |
| Q4 2022 | +78,830 | Add 44.39% | 256,400 | $81.70 |
| Q3 2022 | +121,865 | Add 218.77% | 177,570 | $72.81 |
| Q2 2022 | +24,887 | Add 80.75% | 55,705 | $75.11 |
| Q1 2022 | +28,318 | Add 1132.72% | 30,818 | $85.21 |
| Q4 2021 | +2,500 | New Buy | 2,500 | $84.00 |
| Q2 2021 | -51,400 | Sold Out | 0 | $0.00 |
| Q1 2021 | +51,400 | New Buy | 51,400 | $90.19 |
| Q3 2019 | -1,200 | Sold Out | 0 | $0.00 |
| Q2 2019 | +1,200 | New Buy | 1,200 | $74.17 |
| Q1 2018 | -352,356 | Sold Out | 0 | $0.00 |
| Q4 2017 | +352,356 | New Buy | 352,356 | $96.66 |
| Q3 2017 | -65,000 | Sold Out | 0 | $0.00 |
| Q2 2017 | -53,235 | Reduce 45.02% | 65,000 | $85.95 |
| Q1 2017 | -52,901 | Reduce 30.91% | 118,235 | $102.76 |
| Q4 2016 | +171,136 | New Buy | 171,136 | $92.39 |
| Q3 2016 | -111,900 | Sold Out | 0 | $0.00 |
| Q2 2016 | -140,400 | Reduce 55.65% | 111,900 | $70.56 |
| Q1 2016 | +81,100 | Add 47.37% | 252,300 | $76.31 |
| Q4 2015 | +104,700 | Add 157.44% | 171,200 | $56.27 |
| Q3 2015 | -349,600 | Reduce 84.02% | 66,500 | $61.02 |
| Q2 2015 | +416,100 | New Buy | 416,100 | $69.77 |
Steven Cohen's MSC Industrial Direct Co Investment FAQs
Steven Cohen first purchased MSC Industrial Direct Co., Inc. (MSM) in Q2 2015, acquiring 416,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held MSC Industrial Direct Co., Inc. (MSM) for 27 quarters since Q2 2015.
Steven Cohen's largest addition to MSC Industrial Direct Co., Inc. (MSM) was in Q1 2026, adding 531,418 shares worth $49.03 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 531,418 shares of MSC Industrial Direct Co., Inc. (MSM), valued at approximately $49.03 M.
As of the Q1 2026 filing, MSC Industrial Direct Co., Inc. (MSM) represents approximately 0.06% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in MSC Industrial Direct Co., Inc. (MSM) was 531,418 shares, as reported at the end of Q1 2026.