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
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%
Shared 0%
None 0%
Common Shares in MSM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $374,422,788 across 10 Industrial Distribution names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
7,762,412 | $134,134,479 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
379,746 | $90,125,118 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
456,856 | $52,268,894 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
28,730 | $39,084,292 | |
| 5 | POOL |
Pool Corp
|
153,626 | $33,014,227 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
44,880 | $15,176,172 | |
| 7 | CNM |
Core & Main, Inc.
|
199,699 | $9,635,476 | |
| 8 | BXC |
BlueLinx Holdings Inc.
|
9,656 | $597,513 |
All Filings in MSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,983,989 | 335,797 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,503,323 | 17,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,176,323 | 131,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,010,577 | 107,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $467,994 | 5,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $316,050 | 3,985 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $523,821 | 5,398 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $14,719,342 | 202,161 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $14,529,381 | 199,552 | 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. | ||||||