What smart money is saying about W.W. Grainger, Inc.
2 funds in our archive have pitched W.W. Grainger, Inc. — most recently Aoris in December 2025.
W.W. Grainger, Inc. distributes maintenance, repair, and operating (MRO) products and services in the United States, Japan, Canada, the United Kingdom, and internationally. The company operates through two segments, High-Touch Solutions N.A. and Endless Assortment. It offers safety and security supplies, material handling and storage equipment, pumps and plumbing equipment, cleaning and maintenance supplies, and metalworking and hand tools. It also offers inventory management and technical support services. The company serves businesses, corporations, government entities, and other institutions through sales and service representatives, and electronic and ecommerce channels. W.W. Grainger, Inc. was founded in 1927 and is headquartered in Lake Forest, Illinois.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in W.W. Grainger, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“Portfolio Changes We initiated new positions in Equinix and Arista Networks and exited our positions in Aon and Intuit. Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects. Positions in Arm Holdings, Amazon, Broadcom, and Grainger were trimmed on strength while we trimmed our position in CPKC given headline risk from USMCA negotiations.”
W.W. Grainger, Inc. - June 2026
“GWW distributes maintenance, repair, and operating”
W.W. Grainger, Inc.
Also mentioned · 1
These funds discuss W.W. Grainger, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedCambiar International Equity FundMarch 2026
“Monotaro is a Japan-based business-to-business company that sells a variety of industrial/construction/repair supplies (a U.S. proxy would be W.W. Grainger).”
W.W. Grainger, Inc.
Fund coverage · 2 theses
- AorisDecember 2025
W.W. Grainger, Inc. is a leading MRO distributor with consistent share gains, strong EPS growth, and a long dividend record underpinning continued attractive earnings growth.
Read the full thesis - AorisMarch 2025
W.W. Grainger is a leading US distributor of maintenance, repair, and operations products, boasting a diverse customer base and a consistent earnings growth of 12% per year alongside 54 consecutive years of dividend increases.
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