Gotham Asset Management, LLC

Position in MSM — Msc Industrial Direct Co Inc

CIK 1510387 NEW YORK, NY

Position in MSM

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

Position Value

$22,326,295

+$1,032,091 QoQ

Shares Held

241,967

-4.4% QoQ

Ownership

0.433%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

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

Industrials · as of Mar 31, 2026

Gotham Asset Management, LLC holds $192,284,530 across 11 Industrial Distribution names. MSM ranks #5 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	163,005	$38,022,546
2	WCC	Wesco International Inc	121,062	$33,124,984
3	FAST	Fastenal Co	598,940	$27,790,816
4	WSO	Watsco Inc	63,568	$23,125,402
5	MSM	Msc Industrial Direct Co Inc This page	241,967	$22,326,295
6	POOL	Pool Corp	76,232	$15,424,020
7	GWW	W.W. Grainger, Inc.	13,238	$14,440,144
8	AIT	Applied Industrial Technologies Inc	28,977	$7,688,177

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,326,295	241,967	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$21,294,204	253,201	+37.8%	Shares	Sole	2026-02-17
2025-09-30	$16,925,657	183,695	+40.3%	Shares	Sole	2025-11-14
2025-06-30	$11,135,069	130,970	-43.0%	Shares	Sole	2025-08-14
2025-03-31	$17,841,886	229,714	-8.7%	Shares	Sole	2025-05-15
2024-12-31	$18,800,219	251,710	+20.2%	Shares	Sole	2025-02-14
2024-09-30	$18,024,578	209,442	+116.1%	Shares	Sole	2024-11-14
2024-06-30	$7,685,694	96,907	-14.0%	Shares	Sole	2024-08-14
2024-03-31	$10,935,922	112,695	+24.4%	Shares	Sole	2024-05-15
2023-12-31	$9,176,181	90,620	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$8,608,638	87,709	+12.4%	Shares	Sole	2023-11-14
2023-06-30	$7,433,936	78,022	+116.1%	Shares	Sole	2023-08-14
2023-03-31	$3,032,316	36,099	+44.2%	Shares	Sole	2023-05-15
2022-12-31	$2,045,604	25,038	-6.6%	Shares	Sole	2023-02-14
2022-09-30	$1,952,036	26,810	+73.3%	Shares	Sole	2022-11-14
2022-06-30	$1,161,801	15,468	+34.4%	Shares	Sole	2022-08-15
2022-03-31	$980,341	11,505	+69.5%	Shares	Sole	2022-05-16
2021-12-31	$570,683	6,789	+136.1%	Shares	Sole	2022-02-14
2021-09-30	$230,546	2,875	-57.0%	Shares	Sole	2021-11-15
2021-03-31	$603,641	6,693	+131.6%	Shares	Sole	2021-05-17
2020-12-31	$243,887	2,890	-54.3%	Shares	Sole	2021-02-16
2020-03-31	$347,795	6,327	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.