VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Position in MSM — Msc Industrial Direct Co Inc

CIK 1367401 AMSTERDAM, P7

Position in MSM

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

Position Value

$33,097,156

+$3,724,138 QoQ

Shares Held

358,699

+2.7% QoQ

Ownership

0.642%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 96.96347076518195.ToString("F0")% Shared 0.ToString("F0")% None 3.0365292348180506.ToString("F0")%

Industrials · as of Mar 31, 2026

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $102,487,905 across 3 Industrial Distribution names. MSM ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCC	Wesco International Inc	189,951	$51,974,392
2	MSM	Msc Industrial Direct Co Inc This page	358,699	$33,097,156
3	FERG	Ferguson Enterprises Inc. /DE/	74,665	$17,416,357

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,097,156	358,699	+2.7%	Shares	Sole	2026-05-15
2025-12-31	$29,373,018	349,263	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$31,332,391	340,052	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$28,176,053	331,405	+5.0%	Shares	Sole	2025-08-07
2025-03-31	$24,520,263	315,698	+15.8%	Shares	Sole	2025-05-14
2024-12-31	$20,365,274	272,664	+3.2%	Shares	Sole	2025-02-13
2024-09-30	$22,744,108	264,282	+3.4%	Shares	Sole	2024-11-14
2024-06-30	$20,272,429	255,610	+1.5%	Shares	Sole	2024-07-24
2024-03-31	$24,444,473	251,901	0.0%	Shares	Sole	2024-05-14
2023-12-31	$25,507,495	251,901	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$25,093,912	255,669	-7.6%	Shares	Sole	2023-11-14
2023-06-30	$26,364,738	276,708	-13.5%	Shares	Sole	2023-08-14
2022-06-30	$24,034,899	319,996	-6.4%	Shares	Sole	2022-08-15
2022-03-31	$29,125,459	341,808	+11.7%	Shares	Sole	2022-05-13
2021-12-31	$25,728,412	306,072	+8.6%	Shares	Sole	2022-02-11
2021-09-30	$22,607,726	281,927	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$24,595,710	274,108	+6.8%	Shares	Sole	2021-08-13
2021-03-31	$23,145,640	256,632	+2.9%	Shares	Sole	2021-05-14
2020-12-31	$21,055,305	249,500	-11.9%	Shares	Sole	2021-02-12
2020-09-30	$17,929,122	283,330	+108.5%	Shares	Sole	2020-11-10
2020-06-30	$9,892,694	135,870	-20.5%	Shares	Sole	2020-08-14
2020-03-31	$9,388,876	170,800	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.