Balyasny Asset Management L.P.

Position in MSM — Msc Industrial Direct Co Inc

CIK 1218710 Chicago, IL

Position in MSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,983,989

+$29,480,666 QoQ

Shares Held

335,797

+1799.1% QoQ

Ownership

0.601%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $367,247,756 across 10 Industrial Distribution names. MSM ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	547,072	$127,610,014
2	POOL	Pool Corp	356,743	$72,179,810
3	FAST	Fastenal Co	1,339,778	$62,165,699
4	CNM	Core & Main, Inc.	738,689	$36,491,236
5	MSM	Msc Industrial Direct Co Inc This page	335,797	$30,983,989
6	AIT	Applied Industrial Technologies Inc	99,291	$26,343,888
7	GWW	W.W. Grainger, Inc.	6,842	$7,463,322
8	QXO	QXO, Inc.	167,973	$3,262,035

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,983,989	335,797	+1799.1%	Shares	Sole	2026-05-15
2025-06-30	$1,503,323	17,682	-86.5%	Shares	Sole	2025-08-14
2025-03-31	$10,176,323	131,020	+22.2%	Shares	Sole	2025-05-15
2024-12-31	$8,010,577	107,251	+1872.3%	Shares	Sole	2025-02-14
2024-09-30	$467,994	5,438	+36.5%	Shares	Sole	2024-11-14
2024-06-30	$316,050	3,985	-26.2%	Shares	Sole	2024-08-14
2024-03-31	$523,821	5,398	-97.3%	Shares	Sole	2024-05-13
2022-09-30	$14,719,342	202,161	+1.3%	Shares	Sole	2022-11-15
2020-06-30	$14,529,381	199,552	+365.4%	Shares	Sole	2020-08-14
2020-03-31	$2,357,003	42,878	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.