Medina Value Partners, LLC
Position in MSM — Msc Industrial Direct Co Inc
CIK 1843543
LOS ANGELES, CA
Position in MSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,756,901
+$4,033,480 QoQ
Shares Held
258,570
-10.7% QoQ
Ownership
0.463%
of shares outstanding
% of Portfolio
6.03%
of 13F equity value
Holder Rank
#44
of 479 holders
Holding Since
Sep 2024
3 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, 2026Medina Value Partners, LLC holds $42,976,647 across 2 Industrial Distribution names. MSM ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
This page
|
258,570 | $30,756,901 | |
| 2 | CNM |
Core & Main, Inc.
|
253,259 | $12,219,746 |
All Filings in MSM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,756,901 | 258,570 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,723,421 | 289,622 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $9,199,814 | 106,900 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||