Hudson Bay Capital Management LP
Position in MSM — Msc Industrial Direct Co Inc
CIK 1393825
STAMFORD, CT
Position in MSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,261,221
+$2,178,185 QoQ
Shares Held
86,265
-1.5% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#77
of 479 holders
Holding Since
Jun 2025
4 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, 2026Hudson Bay Capital Management LP holds $33,772,429 across 7 Industrial Distribution names. MSM ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
This page
|
86,265 | $10,261,221 | |
| 2 | FAST |
Fastenal Co
|
159,363 | $7,654,204 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
21,012 | $4,986,777 | |
| 4 | QXO |
QXO, Inc.
|
228,644 | $3,950,968 | |
| 5 | POOL |
Pool Corp
|
16,005 | $3,439,474 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
150,100 | $3,248,517 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
170 | $231,268 |
All Filings in MSM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,261,221 | 86,265 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,083,036 | 87,602 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,053,400 | 60,088 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $454,006 | 5,340 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||