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Clifford Capital Partners’s MSC Industrial Direct MSM Stock Holding History

Clifford Capital Partners’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Sell
161,417
-9,778
-6% -$1.04M 2.64% 19
2026
Q1 		$15.8M Buy
171,195
+166,319
+3,411% +$14.9M 2.63% 22
2025
Q4 		$410K Buy
4,876
+880
+22% +$76.3K 0.07% 37
2025
Q3 		$368K Hold
3,996
– – 0.06% 36
2025
Q2 		$340K Buy
3,996
+774
+24% +$61.1K 0.06% 38
2025
Q1 		$250K Buy
+3,222
New +$258K 0.05% 42
2024
Q4 		– Sell
-7,516
Closed -$647K – 53
2024
Q3 		$647K Buy
7,516
+4,383
+140% +$358K 0.13% 37
2024
Q2 		$248K Buy
+3,133
New +$278K 0.05% 48

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clifford Capital Partners's MSM Position: Q2 2026 in Review

Clifford Capital Partners reduced its MSC Industrial Direct (MSM) stake by 5.7% in Q2 2026, selling an estimated $1.04M and leaving 161,417 shares worth $19.2M. The position accounts for 2.64% of the portfolio, ranked #19.

Clifford Capital Partners first reported a position in MSM in Q2 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Clifford Capital Partners held 161,417 shares of MSC Industrial Direct worth $19.2M as of Q2 2026.
  • Clifford Capital Partners sold 9,778 MSC Industrial Direct shares in Q2 2026, an estimated $1.04M.
  • MSC Industrial Direct made up 2.64% of Clifford Capital Partners's portfolio in Q2 2026, its #19 holding.
  • Clifford Capital Partners first reported a position in MSC Industrial Direct in Q2 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Clifford Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.