Position in MSM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$18,946,721
-$14,098,523 QoQ
Shares Held
205,340
-47.7% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 90.40372065842018.ToString("F0")%
None 9.59627934157982.ToString("F0")%
Common Shares in MSM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $1,714,021,642 across 18 Industrial Distribution names. MSM ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,107,108 | $1,424,544,008 | |
| 2 | CNM |
Core & Main, Inc.
|
3,377,281 | $166,837,680 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
410,854 | $54,688,775 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
This page
|
205,340 | $18,946,721 | |
| 5 | TITN |
Titan Machinery Inc.
|
719,639 | $12,032,364 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
5,948 | $6,488,138 | |
| 7 | FAST |
Fastenal Co
|
127,984 | $5,938,456 | |
| 8 | WCC |
Wesco International Inc
|
21,425 | $5,862,308 |
All Filings in MSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,946,721 | 205,340 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $33,045,244 | 392,928 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,298,468 | 372,243 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,728,698 | 373,191 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,611,299 | 394,120 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,743,572 | 438,393 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,182,824 | 432,057 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,560,620 | 549,245 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,784,396 | 636,690 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $64,584,334 | 637,807 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $88,825,454 | 904,997 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $91,060,903 | 955,719 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $85,270,416 | 1,015,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $62,620,108 | 766,464 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $58,326,051 | 801,072 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $64,252,171 | 855,441 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $66,955,630 | 785,772 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $65,007,212 | 773,343 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $83,660,783 | 1,043,282 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $110,120,065 | 1,227,238 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $109,343,289 | 1,212,366 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $89,976,871 | 1,066,203 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $43,963,780 | 694,750 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||