Position in MSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,461,419
-$1,163,754 QoQ
Shares Held
12,286
-56.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#179
of 475 holders
Holding Since
Sep 2024
7 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, 2026Atom Investors LP holds $21,314,911 across 8 Industrial Distribution names. MSM ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
20,966 | $4,975,860 | |
| 2 | CNM |
Core & Main, Inc.
|
74,801 | $3,609,148 | |
| 3 | FAST |
Fastenal Co
|
72,660 | $3,489,859 | |
| 4 | BXC |
BlueLinx Holdings Inc.
|
54,846 | $3,393,870 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
7,213 | $2,439,075 | |
| 6 | DXPE |
Dxp Enterprises Inc
|
9,370 | $1,581,093 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
This page
|
12,286 | $1,461,419 | |
| 8 | GWW |
W.W. Grainger, Inc.
|
268 | $364,587 |
All Filings in MSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,419 | 12,286 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||