Position in MSM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,177,085
+$2,704,714 QoQ
Shares Held
56,108
+90.9% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.5738932059599344.ToString("F0")%
Shared 0.ToString("F0")%
None 99.42610679404007.ToString("F0")%
Common Shares in MSM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Creative Planning holds $107,271,823 across 17 Industrial Distribution names. MSM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
845,147 | $39,214,820 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
18,873 | $20,586,858 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
32,733 | $8,684,719 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
34,969 | $8,156,868 | |
| 5 | WSO |
Watsco Inc
|
14,994 | $5,454,667 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
This page
|
56,108 | $5,177,085 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
38,378 | $5,108,495 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
103,097 | $3,475,399 |
All Filings in MSM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,177,085 | 56,108 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,472,371 | 29,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,362,933 | 14,792 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $362,695 | 4,266 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $283,029 | 3,644 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,626 | 3,784 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $337,698 | 3,924 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $241,578 | 3,046 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $254,827 | 2,626 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $257,199 | 2,540 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $215,929 | 2,200 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||