MSC Industrial Direct Co., Inc. (MSM): A Bull Case Theory
We came across a bullish thesis on MSC Industrial Direct Co., Inc. on FluentInQuality's Substack. In this article, we will summarize the bull’s thesis on MSM.
Msc Industrial Direct Co Inc (MSM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SG Capital Management Ken Grossman And Glen Schneider | 633,586 | $49,210,625 | 4.53% | |
| 2. | 554,500 | $43,068,015 | 3.96% | ||
| 3. | Royce & Associates Chuck Royce | 465,019 | $36,118,026 | +10% | 0.39% |
| 4. | Pzena Investment Management Richard S. Pzena | 461,931 | $35,878,181 | 0.13% | |
| 5. | Renaissance Technologies Jim Simons | 372,540 | $28,935,182 | -19% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.77 | 27,642 | $1,928,582.34 | 1,951,725 | 2025-04-08 | Filing | |
| $70.12 | 67,416 | $4,727,007.67 | 1,924,083 | 2025-04-07 | Filing | |
| $69.57 | 41,595 | $2,893,743.35 | 1,856,667 | 2025-04-07 | Filing | |
| $68.85 | 22,540 | $1,551,919.57 | 1,815,072 | 2025-04-07 | Filing | |
| $72.25 | 200,000 | $14,450,000.00 | 272,450 | 2022-07-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.07 | 900 | $80,163.99 | 4,044 | 2024-11-13 | Filing | |
| $90.36 | 50,000 | $4,518,000.00 | 1,402,849 | 2024-11-11 | Filing | |
| $84.60 | 4,885 | $413,251.46 | 12,897 | 2024-07-17 | Filing | |
| $100.06 | 86 | $8,605.16 | 1,683,810 | 2024-01-31 | Filing | |
| $99.31 | 24,415 | $2,424,690.27 | 1,683,896 | 2024-01-31 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,264,387 | $408,884,893 | 0.01% | |
| 2. | 4,535,482 | $352,270,887 | 0.01% | |
| 3. | 3,650,221 | $283,512,728 | 0.17% | |
| 4. | 1,967,316 | $152,801,632 | 0.14% | |
| 5. | 1,781,503 | $138,369,338 | 0.03% |
News See All
JPMorgan Upgrades MSC Industrial (MSC) to Overweight, Lifts PT
On May 27, JPMorgan analyst Patrick Baumann upgraded MSC Industrial Direct Co., Inc. (NYSE:MSM) to Overweight from Neutral and also raised the price target from $73 to $89.
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the MSC Industrial Supply Fiscal 2025 Second Quarter Conference Call. All participants will be in a listen-only mode.
Does MSC Industrial Direct Co. (MSM) Have an Attractive Upside Potential?
Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why MSC Industrial Direct (MSM) is on the Detractors’ List of FPA Queens Road Small Cap Value Fund
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
12 Best Industrial Distribution Stocks to Buy According to Hedge Funds
While President Trump has already announced tariffs for Canada, Mexico, and China, CNBC reported that several short- to medium-term effects of this move include a slowdown in global economic growth slowing...
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q1 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the MSC Industrial Supply Fiscal 2025 First Quarter Conference Call. All participants will be in a listen-only mode.
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q4 2024 Earnings Call Transcript
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q4 2024 Earnings Call Transcript October 24, 2024MSC Industrial Direct Co., Inc. misses on earnings expectations.
10 Best Industrial Distribution Stocks to Buy Now
The global industrial distribution market is on a robust growth trajectory, projected to escalate from USD 8.41 trillion in 2024 to over USD 12.39 trillion by 2033 (according to estimates from Precedence...
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q2 2024 Earnings Call Transcript
MSC Industrial Direct Co., Inc. beats earnings expectations. Reported EPS is $1.18, expectations were $1.16.
Billionaire Hedge Funds
