Guru Ownership Trend
Guru Analysis for MSC Industrial Direct Co., Inc. (MSM)
MSC Industrial Direct Co., Inc. (MSM), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $229.65 M.
Top institutional holders include Cliff Asness and Richard Pzena.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $22.95 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Steven Cohen reduced exposure by 56.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for MSC Industrial Direct Co., Inc. (MSM)
Major holders include Cliff Asness ($53.59 M), Richard Pzena ($44.45 M), Chuck Royce ($42.45 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.89 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $22.95 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited MSM. The total reported sell value was $51.98 M.
Yes, 1 managers opened new positions in MSM, and 2 increased their existing holdings. The total reported buy value was $29.03 M.
