Position in MSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,625,173
-$1,187,080 QoQ
Shares Held
28,451
-37.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026Atom Investors LP holds $30,603,106 across 9 Industrial Distribution names. MSM ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REZI |
Resideo Technologies, Inc.
|
229,613 | $7,740,254 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
17,762 | $4,712,613 | |
| 3 | DNOW |
DNOW Inc.
|
331,714 | $3,950,713 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
2,988 | $3,259,340 | |
| 5 | BXC |
BlueLinx Holdings Inc.
|
58,298 | $3,158,585 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
20,089 | $2,674,046 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
This page
|
28,451 | $2,625,173 | |
| 8 | WSO |
Watsco Inc
|
5,848 | $2,127,443 |
All Filings in MSM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,625,173 | 28,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,812,253 | 45,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,036,750 | 32,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,319,520 | 39,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,799,459 | 36,043 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,751,234 | 20,349 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||