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What smart money is saying about MSC Industrial DirectUnited States flag

MSM · Industrials · Industrial - Distribution · Market cap $4.78B

1 fund in our archive has pitched MSC Industrial Direct, most recently Royce in March 2025.

Company profile

MSC Industrial Direct Co., Inc., together with its subsidiaries, distributes metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, and the United Kingdom. Its MRO products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock products, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies. The company offers approximately 1.9 million stock-keeping units through its catalogs and brochures; e-commerce channels, including its Website, mscdirect.com; inventory management solutions; and call-centers and branches. It operates through a distribution network of 28 branch offices, 11 customer fulfilment centers, and seven regional inventory centers. The company serves individual machine shops, Fortune 1000 manufacturing companies, and government agencies, as well as manufacturers of various sizes. MSC Industrial Direct Co., Inc. was founded in 1941 and is headquartered in Melville, New York.

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2
Reported positions
1
Bought
1
Sold
3
Letters

Position history

Between Q1 2025 and Q3 2026, 2 fund letters reported a position in MSC Industrial Direct, with 1 buy (opened or added) and 1 sell (trimmed or exited).

Fund letters reporting a position in MSC Industrial Direct, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262110
Q1 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • September 2026
    “• Industrial distributor MSC Industrial Direct was added to the short book during the quarter as we believe growth and profitability will face pressure as pricing benefits and accelerated customer purchases fade.”
    MSC Industrial Direct
  • “Meanwhile, the investment committee exited positions in building products company Fortune Brands Innovations, energy management, commodities and services company World Kinect, trading company MSC Industrial Direct, and machinery business Timken.”
    MSC Industrial Direct

Fund coverage · 1 thesis

  • Royce
    March 2025

    MSC Industrial Direct is strategically evolving to enhance profitability and customer experience by leveraging strong leadership changes, focusing on value-added services, and capitalizing on a potential rebound in industrial activity.

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