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What smart money is saying about SiteOne Landscape Supply, Inc.United States flag

SITE · Industrials · Industrial - Distribution · Market cap $4.21B

1 fund in our archive has pitched SiteOne Landscape Supply, Inc. — most recently Baron Real Estate Fund in June 2026.

Company profile

SiteOne Landscape Supply, Inc. operates as a leading wholesale distributor of landscaping provisions throughout the United States and Canada. The company maintains an expansive inventory of approximately 135,000 distinct stock keeping units. Its diverse product offerings encompass irrigation components, such as controllers, valves, sprinkler heads, and pipes; turf and plant care items including fertilizers, grass seeds, and ice melt; and various pest and weed control solutions like herbicides, fungicides, and rodenticides. Furthermore, SiteOne provides a wide array of landscape accessories, ranging from mulches and soil amendments to drainage pipes, tools, and sod. Their nursery department offers an extensive selection of goods, including deciduous and evergreen shrubs, ornamental and shade trees, both field-grown and container-grown stock, roses, perennials, annuals, bulbs, and other plant species. Hardscaping materials, such as pavers, natural stones, and blocks, alongside outdoor lighting products including fixtures, LED lamps, wires, and transformers, are also key parts of their catalog. Beyond products, SiteOne extends valuable consultative services, assisting clients with irrigation network design, commercial project planning, lead generation, operational support, and offers a series of technical and business management seminars. The company distributes a blend of proprietary brands, namely LESCO, SiteOne Green Tech, and Pro-Trade, alongside a variety of third-party products. Its customer base primarily consists of residential and commercial landscape professionals engaged in the design, installation, and upkeep of lawns, gardens, golf courses, and other outdoor environments, served via its branch network and direct distribution channels. As of January 2, 2022, SiteOne Landscape Supply, Inc. boasted roughly 590 branches spread across 45 U.S. states and six Canadian provinces. Established in 2013, the company's headquarters are located in Roswell, Georgia.

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Reported positions
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Bought
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Position history

Every position in SiteOne Landscape Supply, Inc. on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in SiteOne Landscape Supply, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001

Fund activity · 1 position

  • HoldsBaron Real Estate Fund
    June 2026
    SiteOne Landscape Supply, Inc. is the largest distributor of wholesale landscape supplies in North America.
    Read the letterSiteOne Landscape Supply, Inc.

Fund coverage · 1 thesis

  • Baron Real Estate Fund
    June 2026

    SiteOne Landscape Supply, Inc. is the leading North American wholesale landscape distributor with margin expansion, consolidation, and organic growth upside.

    Read the full thesis

Read every full thesis on SiteOne Landscape Supply, Inc.

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