Point72 Asset Management, L.P.
Position in MSM — Msc Industrial Direct Co Inc
CIK 1603466
STAMFORD, CT
Position in MSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,033,938
+$45,554,890 QoQ
Shares Held
531,418
+1184.6% QoQ
Ownership
0.952%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Point72 Asset Management, L.P. holds $370,767,376 across 9 Industrial Distribution names. MSM ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
|
2,841,248 | $140,357,651 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
This page
|
531,418 | $49,033,938 | |
| 3 | POOL |
Pool Corp
|
234,596 | $47,465,808 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
202,263 | $47,179,867 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
1,149,532 | $38,750,723 | |
| 6 | WCC |
Wesco International Inc
|
118,421 | $32,402,354 | |
| 7 | AIT |
Applied Industrial Technologies Inc
|
55,445 | $14,710,667 | |
| 8 | GIC |
GLOBAL INDUSTRIAL Co
|
17,257 | $543,940 |
All Filings in MSM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,033,938 | 531,418 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,479,048 | 41,368 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,362,013 | 14,782 | Shares | Defined | 2025-11-14 | |
| 2023-06-30 | $27,535 | 289 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $588,000 | 7,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,947,880 | 256,400 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $12,928,871 | 177,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,184,002 | 55,705 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,626,001 | 30,818 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $210,150 | 2,500 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $4,635,766 | 51,400 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||