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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Fund signal · last 12 months
6 lettersToo few moves on W.W. Grainger, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 6 fund letters reported a position in W.W. Grainger, Inc., with 1 buy (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 4 | 1 | 2 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 4 moves
- September 2026
“Grainger also detracted despite a beat-and-raise quarter and no material change in its fundamentals.”
W.W. Grainger, Inc. - September 2026
“In industrials, we added to MasTec during its pullback and exited W.W. Grainger, a global distributor of maintenance, repair and operating products.”
W.W. Grainger, Inc. - 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. - New positionParnassus Core Select ETF (PRCS)June 2026
“Activity Security Name Ticker Sector Rationale Bought Vulcan Materials Co. VMC Materials Vulcan benefits from irreplaceable quarry locations, high barriers to entry and favorable positions in fast-growing regions, which together create local market advantages and resilient unit economics. Supported by ongoing public infrastructure investment, improving private construction activity and disciplined execution, Vulcan is well positioned to grow earnings and compound value across market cycles, in our view. Bought W.W. Grainger Inc. GWW Industrials Grainger’s economies of scale, network effects, large SKU breadth and e- commerce platform enable same-day service and strong customer loyalty.”
W.W. Grainger, Inc. - April 2026
“Other exits were mainly for valuation reasons where the forward looking risk-reward profile no longer justified maintaining the holding, including Fujikura (as discussed above) and WW Grainger.”
W.W. Grainger, Inc.
Also mentioned · 2
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. - MentionedWasatch International Select FundSeptember 2025
“W.W. Grainger, Inc., a U.S. industrial distributor, has an ownership stake in the firm.”
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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