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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $228.62 M.
Top institutional holders include Steven Cohen and Richard Pzena.
Institutional sentiment is currently Bullish. This is evidenced by a $34.4 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 58.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for MSC Industrial Direct Co., Inc. (MSM)
Major holders include Steven Cohen ($49.03 M), Richard Pzena ($41.02 M), Chuck Royce ($35.74 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $34.4 M, with 4 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited MSM. The total reported sell value was $13.7 M.
Yes, 2 managers opened new positions in MSM, and 2 increased their existing holdings. The total reported buy value was $48.1 M.
